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 Setting Up Resources

Learn more about the process behind setting up your own Self Managed Super Fund

Setup Process

Learn more about the steps and processes involved with setting up your own SMSF

SMSF Investment Strategy

Your investment strategy is your plan to show how your SMSF intends to invest

Navigating SMSF Tax

Learn how superannuation funds are taxed and how to budget for your SMSF taxes

SMSF Trustees

Learn why we always recommend that you appoint a corporate trustee for your SMSF

SMSF Insurance

Learn what trustees need to consider when they look at insurance via an SMSF

Binding Death Nominations

Learn to ensure that your the member’s death benefits will be dealt with correctly

SMSF Residency Rules

Discover the rules for residency in a SMSF. To be an SMSF one of the tests is to be a resident of Australia.

Bare Trusts

A bare trust is an entity used by SMSFs in order to acquire a bank loan

SMSF Setting Up Resources