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 Contribution Resources

There are limits on the size and type of contributions that can be made into a SMSF

Contribution Caps

Learn about the Maximum Contribution Cap on a SMSF now that we can’t put millions into super

Downsizer Contribution

Learn how to utilize the proceeds of the sale of a family home into superannuation when downsizing

In Specie Transfers

Learn about in specie transfers which is an asset owned by you which is transferred to your Fund

Notice of Intent to Claim

Learn how to claim or vary a tax deduction for personal super contributions

Small Business CGT Concessions

Learn how much you can contribute upon sale of your small business.

Government Co-Contributions

Learn how the government contribution scheme works

SMSF Contribution Resources