Setup Pricing

One simple pricing for your SMSF Setup Investment

SMSF - Individual Trustees

$ 599 .00

No Corporate Trustee. May not suit if you are looking to buy property with a loan

Included:

  • Trust Deed
  • All set-up documents
  • Electronic signatures and ATO registrations 
  • Bank accounts assistance
  • Rollover assistance

Start Setup
Recommended

SMSF - Corporate Trustee

$ 1,489 .00

Distinct legal entity, clear separation between personal and trust assets and protection of personal assets.

Included:

  • Trust deed and Corporate Trustee setup
  • All set-up documents
  • Electronic signatures and ATO registrations
  • Bank account assistance 
  • Rollover Assistance
Start Setup

SMSF - Existing Corporate Trustee

$ 599 .00

Existing Corporate trustee entity. Not recommended if existing entity has business or assets, as separation of assets can be an issue.

Included:

  • Trust deed
  • All set-up documents
  • Electronic signatures and ATO registrations
  • Bank account assistance
  • Rollover assistance
Start Setup

Annual Compliance Pricing

Simple pricing for transparency and peace of mind. Direct debit starts 90 days after SMSF setup (i.e. first 3 months free)

no property
$109/mo

Perfect for SMSF with no properties in the fund

  • ESA & Accounting subscription
  • Bank & Brokers supported
  • Client Portal & Mobile App
  • Annual financials, resolutions and member statements
  • ATO Lodgements
  • Independent Audit
  • ASIC Fee, ATO Levy
Start Setup
most popular
residential
$129/mo

Comprehensive solution for 1-2 residential properties in the fund

  • ESA & Accounting subscription
  • Bank & Brokers supported
  • Client Portal & Mobile App
  • Annual financials, resolutions and member statements
  • ATO Lodgements
  • Independent Audit
  • ASIC Fee, ATO Levy
Start Setup
commercial

$149/mo

Tailored solutions for SMSF with 3+ residential properties or commercial property(ies) 

  • ESA & Accounting subscription
  • Bank & Brokers supported
  • Client Portal & Mobile App
  • Annual financials, resolutions and member statements
  • ATO Lodgements
  • Independent Audit
  • ASIC Fee, ATO Levy
Start Setup
Property criteria evaluated as at the end of relevant financial year i.e. 30th June.

Fee Schedule for Other Services 

Services (As and when required)

Per Request
Financial Advice on new SMSF setup, if required $3,300
Financial Advice on existing SMSF, if required $3,300
SMSF Change - Adding/changing/removing Trustee $550
Bare Trust Creation $550
Custodian Trustee Creation (Corporate Trustee) $880
Trust Deed Update $275
Pension Commencement $275
Actuarial Certificate $165
Binding Death Nomination $0
SMSF Winding Up $330

Fee payable to Authorities/Third Party

Per Request
ASIC Fee for Company Formation Included in our Setup Fee
Annual Independent Audit Fee Included
Electronic Service Address and Accounting Software Subscription Included
Banks and Brokers system connect subscription Included
Annual ASIC Fee for SMSF Corporate Trustee ($67 as on 30th April 2026) Excluded
Annual ASIC Fee for Non-SMSF Corporate Trustee ($329 as on 30th April 2026) Excluded
Annual ATO Supervisory levy paid to ATO ($259 as on 30th April 2026) Excluded
Valuation Fee for Commercial Property Excluded
Services not priced above

Contact us for the pricing and we'll be happy to provide you the fixed price quote upfront.

Request Quote

Frequently Asked Questions

Are SMSF setup fees a one-time cost?

Yes, our SMSF establishment fees are one-off costs, and paid when the fund is created. Ongoing annual compliance fees are separate.

Is corporate trustee setup included in SMSF pricing?

Yes, our Corporate Trustee package which is $1,489.00 includes the Corporate Trustee setup cost.

Can SMSF setup fees be paid from the super fund?

SMSF setup costs must generally be paid personally before the fund is established and member should take reimbursement of this cost from the SMSF as soon as SMSF bank account is funded.

Are there ongoing fees after SMSF setup?

Yes, we have a monthly direct debit model of payment for annual fee.

What is included in SMSF setup fees?

Setup fees usually include trust deed preparation, ATO registration, ABN & TFN application, fund establishment documentation, and corporate trustee setup if applicable.