How much does SMSF Australia charge for annual SMSF accounting?

SMSF Australia offers three fixed-fee annual packages: Basic Fund at $1,300+GST (listed shares, managed funds, ETFs, term deposits), Complex Fund at $1,600+GST (adds direct property up to 2, cryptocurrency, precious metals), and Very Complex Fund from $2,000+GST (unlisted assets, private loans, derivatives, NFTs, 3+ properties). All packages include the independent SMSF audit at no additional cost.

Is the SMSF audit included in the annual fee?

Yes. The independent SMSF audit is included in all three annual fee packages — Basic, Complex, and Very Complex. It is not charged as a separate add-on.

Can SMSF Australia service my fund if I am not in the same state?

Yes. SMSF Australia operates nationally across all Australian states and territories. All client meetings and services are conducted via Zoom — there is no requirement to be near a physical office.

How much does it cost to set up an SMSF with SMSF Australia?

The SMSF setup fee is $2,000+GST, which covers corporate trustee establishment (ASIC fee $636), SMSF trust deed ($400), Class Super first-year licence ($250), ABN and TFN applications, investment strategy preparation, and rollover coordination.

Does SMSF Australia provide financial advice?

No. SMSF Australia does not provide financial planning or investment advice. Services are limited to SMSF accounting, tax, audit, compliance, and legal matters.

SMSF Borrowings Resources

In order to use leverage within an SMSF you need to setup a unique legal instrument, a bare trust

Bare Trusts

A bare trust is an entity used by Self Managed Super Funds in order to acquire a bank loan

Stamping Requirement

Limited Recourse Borrowing Arrangement (LRBA) – Stamp Duty & Other Considerations

Borrowing Rules

LRBAs have numerous regulations that must be adhered to in order to properly address legal and compliance issues

Borrowing from Related Parties

Discover the rules for borrowing from a related party of an SMSF for investments

SMSF Loan Accounts

Learn about SMSF Lending with an SMSF Offset Account linked to the Loan Facility

SMSF Negative Gearing

Learn about how negative gearing impacts your SMSF property investments

SMSF Borrowings Resources