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 Application - SMSF Australia

Fund Name Choice(Required)

Please enter your choice of your SMSF Fund Name. The words "Super Fund" will be automatically added.

Are you unsure what name you would like? Have a read of our blog around best practice naming conventions: How to choose a Name for your new SMSF

Corporate Trustee Information

Primary Choice of company name(Required)

Remember you will need to check if the company name is available on the ASIC website: Check Name Availability

Second Choice of company name

Third Choice of company name

Number of SMSF Fund Members(Required)

SMSF Member Information Section

Primary Member

Member Name(Required)

First Middle Last

Note: This must match your passport and other government records.

Former or Maiden Name

TFN(Required)

Email(Required)

Date of Birth(Required)

Place of Birth(Required)

Please note that ASIC will require us to disclose the City, State/ Province and Country of Birth
(ASIC will not accept "Australia" as an answer)

Occupation(Required)

Phone(Required)

Address(Required)

Street Address Address Line 2 City State Post Code

Must be a physical Australian address, cannot be a PO Box

We must have a copy of every member's ID documentation which you can upload as the final step. Will you be uploading these with this application?(Required)

Yes

No

If you are not in a position to upload now, please send via email to SMSF Australia.

Director's ID (if known)

All directors in Australia need a Director ID Number. It is not optional but it only take a few minutes if you have a working MyGov ID.

Apply for Director Identification Number
For more information about the requirements New ID requirement for directors
Please note that we are unable to process your application without all the Director ID Numbers.

Are you a Politically exposed person?(Required)

Yes

No

Legally we have to ask this as part of the Anti-Money Laundering rules. A Politically Exposed Person (PEP) is someone in a high-profile public role (like heads of state, senior politicians, high-ranking officials, or executives of international organizations) who, by their position, presents a higher risk for bribery, corruption, or money laundering, as well as their close family and associates whether they are in Australia or Overseas.

More information about PEP Requirements

PEP Explanation

If you believe that this member is classified as a PEP, please explain why.

SMSF Member Information Section

Second Member

Member Name(Required)

First Middle Last

Note: This must match your passport and other government records.

Former or Maiden Name

TFN(Required)

Email(Required)

Date of Birth(Required)

Place of Birth(Required)

Please note that ASIC will require us to disclose the City, State/ Province and Country of Birth
(ASIC will not accept "Australia" as an answer)

Occupation(Required)

Phone(Required)

Address(Required)

Street Address Address Line 2 City State Post Code

Must be a physical Australian address, cannot be a PO Box

Directors ID (if known)

All directors in Australia need a Directors ID Numbers. It is not optional but it only take a few minutes if you have a working MyGov ID.

Are you a Politically exposed person?(Required)

Yes

No

Legally we have to ask this as part of the Anti-Money Laundering rules. A Politically Exposed Person (PEP) is someone in a high-profile public role (like heads of state, senior politicians, high-ranking officials, or executives of international organizations) who, by their position, presents a higher risk for bribery, corruption, or money laundering, as well as their close family and associates whether they are in Australia or Overseas.

More information about PEP Requirements

PEP Explanation

If you believe that this member is classified as a PEP, please explain why.

SMSF Member Information Section

Third Member

Member Name(Required)

First Middle Last

Note: This must match your passport and other government records.

Former or Maiden Name

TFN(Required)

Email(Required)

Date of Birth(Required)

Place of Birth(Required)

Please note that ASIC will require us to disclose the City, State/ Province and Country of Birth
(ASIC will not accept "Australia" as an answer)

Occupation(Required)

Phone(Required)

Address(Required)

Street Address Address Line 2 City State Post Code

Must be a physical Australian address, cannot be a PO Box

Directors ID (if known)

All directors in Australia need a Directors ID Numbers. It is not optional but it only take a few minutes if you have a working MyGov ID.

Are you a Politically exposed person?(Required)

Yes

No

Legally we have to ask this as part of the Anti-Money Laundering rules. A Politically Exposed Person (PEP) is someone in a high-profile public role (like heads of state, senior politicians, high-ranking officials, or executives of international organizations) who, by their position, presents a higher risk for bribery, corruption, or money laundering, as well as their close family and associates whether they are in Australia or Overseas.

More information about PEP Requirements

PEP Explanation

If you believe that this member is classified as a PEP, please explain why.

SMSF Member Information Section

Fourth Member

Member Name(Required)

First Middle Last

Note: This must match your passport and other government records.

Former or Maiden Name

TFN(Required)

Email(Required)

Date of Birth(Required)

Place of Birth(Required)

Please note that ASIC will require us to disclose the City, State/ Province and Country of Birth
(ASIC will not accept "Australia" as an answer)

Occupation(Required)

Phone(Required)

Address(Required)

Street Address Address Line 2 City State Post Code

Must be a physical Australian address, cannot be a PO Box

Directors ID (if known)

All directors in Australia need a Directors ID Numbers. It is not optional but it only take a few minutes if you have a working MyGov ID.

Are you a Politically exposed person?(Required)

Yes

No

Legally we have to ask this as part of the Anti-Money Laundering rules. A Politically Exposed Person (PEP) is someone in a high-profile public role (like heads of state, senior politicians, high-ranking officials, or executives of international organizations) who, by their position, presents a higher risk for bribery, corruption, or money laundering, as well as their close family and associates whether they are in Australia or Overseas.

More information about PEP Requirements

PEP Explanation

If you believe that this member is classified as a PEP, please explain why.

SMSF Member Information Section

Fifth Member

Member Name(Required)

First Middle Last

Note: This must match your passport and other government records.

Former or Maiden Name

TFN(Required)

Email(Required)

Date of Birth(Required)

Place of Birth(Required)

Please note that ASIC will require us to disclose the City, State/ Province and Country of Birth
(ASIC will not accept "Australia" as an answer)

Occupation(Required)

Phone(Required)

Address(Required)

Street Address Address Line 2 City State Post Code

Must be a physical Australian address, cannot be a PO Box

Directors ID (if known)

All directors in Australia need a Directors ID Numbers. It is not optional but it only take a few minutes if you have a working MyGov ID.

Are you a Politically exposed person?(Required)

Yes

No

Legally we have to ask this as part of the Anti-Money Laundering rules. A Politically Exposed Person (PEP) is someone in a high-profile public role (like heads of state, senior politicians, high-ranking officials, or executives of international organizations) who, by their position, presents a higher risk for bribery, corruption, or money laundering, as well as their close family and associates whether they are in Australia or Overseas.

More information about PEP Requirements

PEP Explanation

If you believe that this member is classified as a PEP, please explain why.

SMSF Member Information Section

Sixth Member

Member Name(Required)

First Middle Last

Note: This must match your passport and other government records.

Former or Maiden Name

TFN(Required)

Email(Required)

Date of Birth(Required)

Place of Birth(Required)

Please note that ASIC will require us to disclose the City, State/ Province and Country of Birth
(ASIC will not accept "Australia" as an answer)

Occupation(Required)

Phone(Required)

Address(Required)

Street Address Address Line 2 City State Post Code

Must be a physical Australian address, cannot be a PO Box

Directors ID (if known)

All directors in Australia need a Directors ID Numbers. It is not optional but it only take a few minutes if you have a working MyGov ID.

Are you a Politically exposed person?(Required)

Yes

No

Legally we have to ask this as part of the Anti-Money Laundering rules. A Politically Exposed Person (PEP) is someone in a high-profile public role (like heads of state, senior politicians, high-ranking officials, or executives of international organizations) who, by their position, presents a higher risk for bribery, corruption, or money laundering, as well as their close family and associates whether they are in Australia or Overseas.

More information about PEP Requirements

PEP Explanation

If you believe that this member is classified as a PEP, please explain why.

Documentation

Please upload all relevant ID documentation

ID Documentation

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 10 MB, Max. files: 36.

Payment

Do you want to pay for your SMSF Setup via Credit Card*(Required)

Yes

No

SMSF Setup Fee

Price: $ 0.00

ASIC Recommendation Confirmation(Required)

I understand SMSF Australia Pty Ltd and its staff/representatives are not financial planners, do not advise clients what investments they should or shouldn't buy, that they are not licensed to provide financial product advice under the Corporations Act. Further, I am aware ASIC recommends that I should consider taking advice from a licensed Financial Planner before making a decision about a financial product or service.

I Agree

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SMSF Application Form