SMSF Pricing

We believe in being transparent with our SMSF costs and will always quote you in advance for all Self Managed Super Fund works, which will be fixed except in the case of audit issues or contraventions. The general fees listed are subject to change, but we will always inform you of any variations and seek your written approval prior to commencing work so you never have to deal with unexpected bill shock. 

Our general fees are:

• Basic SMSF Annual Returns including Audit and Software Costs:
  $1,300+GST
• Complex Fund including Audit and Software Costs:
  $1,600+GST
• Very Complex Fund including Audit and Software Costs:
  From $2,000+GST
• Actuarial Certificates are on charged at cost, currently:
  $89+GST
• Setup of a new SMSF, Corporate Trustee, Class Software & Rollovers:
  $2,000+GST

We will confirm what level of complexity applies to your fund prior to commencing work. The reason we need to charge more for complex funds is due to the higher audit costs caused by certain investments such as unlisted private company shares.  

We are happy to assist trustees who are behind on their obligations and complete multiple years of backlog at once but please note that there is no discount for multiple years as the costs are all the same from our perspective and we are actually more likely to have to spend time on ATO queries on funds which are behind in their lodgements as it is a red flag for the tax office.