SMSF Pricing

Annual Pricing Basic Fund Complex Very Complex
Total fees (including Accounting, Audit & Software)
$1,300 + GST
$1,600 + GST
From $2,000 + GST
Compliance
Annual Financial Statements
Annual Compliance Documents
Dedicated SMSF Accountant
Annual SMSF Audit
Lodgement of Annual SMSF Tax Return
Class Super Annual License Fee
Investments Included
Bank Accounts/Term Deposits/Cash Savings
Share Trading/Managed Funds
Wrap Investment
Direct Property Holdings
Up to 2 Properties
3+ Properties
Unlisted Assets, Foreign Assets, Derivatives, Warrants & Options
Precious Metals/Bullion and other Collectable Assets
Cryptocurrency Investments
Add-ons
Business Activity Statements (For GST Registered Funds)
$160 + GST per lodgement
$160 + GST per lodgement
$160 + GST per lodgement
Actuarial Certificate (oncharged at cost)
$89 + GST
$89 + GST
$89 + GST

SMSF Pricing - Fixed Quotes

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. 

Payment Terms

We offer two packages either reactive or proactive. Both of these packages cost the same but our reactive offering is where you pay for the annual work once completed at the end of the year while our proactive offering is in advance. This allows us to keep your SMSF up to date monthly which assists trustees who need:

  • Ongoing real time reporting for planning or pension purposes.
  • Quarterly TBAR lodgement deadlines.

Payment Methods

All the usual payment methods are available, including:

  • Electronic Funds Transfer (EFT) Payments directly from the Fund (recommended).
  • Payment via MasterCard or Visa incurring a 3% credit card levy.
  • Cheque/cash payments.

Our terms are generally seven days from the date of invoice, but we are happy to discuss payment arrangements in exceptional circumstances.

If you are ever in a position where you cannot meet our standard payment terms, one of our friendly team will be happy to discuss your options with you.

Do you want to learn more about our SMSF Pricing?

Give us a call on 1300 392 544 or get in touch online.

Contact Us

If you’re interested in learning more about our SMSF Pricing please reach out for a confidential quote. Simply submit your details and one of our friendly team will be in touch as soon as possible.

Contact Us

Name(Required)

Do you want to learn more about our SMSF Costs?

Give us a call on 1300 392 544 or fill in the form above

Contact Us

If you’re interested in learning more about our SMSF Pricing please reach out for a confidential quote. Simply submit your details and one of our friendly team will be in touch as soon as possible.

Contact Us Mobile

Name(Required)