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Administration Pricing
Establishment and setup
Don't currently have an SMSF?
Whether you're opting for SuperConcepts' iSaver, Essentials or Annual service, we organise the set-up of your SMSF so you can start taking control of your investments. Your Welcome Kit will contain the forms and documents you need to get started, including a Trust Deed for your SMSF.
| Fund set-up | $650 |
| Corporate trustee establishment | $990 |
| Transfer existing SMSF | FREE |
Compare our SMSF solutions
Only pay for what you need with the freedom to add extra services when required.
| All prices are inclusive of GST | iSaver | Essentials | Annual |
| Base administration fee | $995 | $2,095 | $2,095 |
| Independent annual audit | $495 | $495 | $495 |
| 24/7 online dashboard | ✓ | ✓ | ✓ |
| Fund compliance activities i.e. annual accounting and lodgment of tax return | Ongoing | Ongoing | Annually |
| Access to educational seminars and technical services | ✓ | ✓ | ✓ |
| Mail house and document storage | ✓ | ✓ | ✓ |
| Allowable assets | Restricted to data fed assets, mandatory Macquarie CMA, and a maximum one residential property | No restriction | No restriction |
| Administration of properties | $300 (Limit one residential property) | First property included, $300 thereafter | First property included, $300 thereafter |
| Administration of pension accounts | $110 per pension | First 2 pensions included, $110 thereafter | First 2 pensions included, $110 thereafter |
| LRBA administration | $110 (Limit one LRBA) | First LRBA included, $110 thereafter | First LRBA included, $110 thereafter |
| Corporate trustee and company maintenance | $110 | $110 | $110 |
| Actuarial certification (account-based/defined benefit) | $225/$580 | $225/$580 | $225/$580 |
Full details about our fees and charges can be found in the Administration Services Guide (ASG)
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