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 Technical Resources

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

Understanding Div296

Understanding Div296 - How will taxation of unrealised gains work in relationship to the $3 million super tax

Nale & Nali

Learn more about Non-Arm’s Length Income (NALI) and expenditure (NALE) rules for SMSFs

Segregated Assets

Learn all about the Segregation of Assets in a SMSF for Pension and Accumulation Purposes

Sole Purpose Test

Learn how to master Sole Purpose Test which is the foundation of the superannuation legislation

SMSF Rollovers

Learn and understand the SuperStream system and how to complete a rollover existing super into your SMSF

SMSF Work Test Rules

Learn how you can meet the work test for voluntary contributions to maximize your superannuation benefits.

SMSF Capital Gains Tax

Learn how SMSF capital gains tax impacts your super fund: net capital gains, CGT discounts, and strategies to minimize your tax liability.

Actuarial Certificates

Learn and understand how Actuarial Certificates work in the retirement phase pensions in your SMSF

SMSF Auditing Explained

Learn the vital role of SMSF auditors in ensuring the integrity of SMSFs along with your responsibilities today!

SMSF Technical Resources