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.

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SMSF Application Submission

Thank you for submitting your SMSF Application for your fund

If you have not added copies of your drivers license or other Photo ID for verification purposes please send them along with any outstanding Director IDs to SMSF Australia via info@smsfaustralia.com

Feel free to browse through the extensive SMSF resources that we have created to assist you with your SMSF journey.

Setting Up

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

Contributions

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

Investments

Learn how the different investment options are treated by the ATO from a compliance perspective

Property

Learn how property investment options are treated by the ATO from a compliance perspective

Borrowings

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

Paying Benefits

Paying benefits from an SMSF involves working out what condition of release you qualify under

Technical

Additional technical and compliance resources to assist SMSF trustees and other accountants managing more complex tax and regulatory questions.

Blog

Read our latest blog articles to assist you with your SMSF journey

Contact Us

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