Ready to take
control of your super?
If you have made the decision to setup a self-managed superfund, SMSF Partners have made the process easy.
We will be here for you every step of the way.
SMSF Partners offers everything you could ever need to take control of your super and retirement. Whether you’re just setting up a new SMSF, or transferring on existing SMSF, SMSF Partners has an affordable option for you.
Setup a new SMSF with an Individual Trustee structure
$550
- SMSF Establishment documents
- Investment Strategy
- ABN & TFN registration with the ATO
- Macquarie CMA bank account
- Assistance with rollover requests
- Access to SMSF Partner’s set-up support team
- Registering the Corporate Trustee company with ASIC
- ASIC Certificate of Registration
- Company constitution
- All relevant minutes, consents and applications
- Guidance on how to apply for your Director ID
Setup a new SMSF with a Corporate Trustee structure
$1,600
- SMSF Establishment documents
- Investment Strategy
- ABN & TFN registration with the ATO
- Macquarie CMA bank account
- Assistance with rollover requests
- Access to SMSF Partner’s set-up support team
- Registering the Corporate Trustee company with ASIC
- ASIC Certificate of Registration
- Company constitution
- All relevant minutes, consents and applications
- Guidance on how to apply for your Director ID
Unsure of which Trustee structure to choose for your SMSF? Learn more here
Other fees that may be incurred
Purchasing property
If an SMSF plans to borrow to purchase an investment property then an additional entity is required to be established for your SMSF.
Our Bare Trust package provides you with two essential components: custodian trustee company registration and a bare trust deed. The fees for our Bare Trust package are:
- $1,320 – Bare trust deed with custodian trustee company
- $440 – Bare trust deed only
If you plan on purchasing more than 1 investment property you are able to use the same custodian trustee company, only a new bare trust deed would need to be purchased.
If you require a Bare Trust package you will be able to purchase this during your SMSF application.
SMSF Investing
Fees can vary depending on the investments you choose, eg:
- Trading fees when purchasing/selling shares
- Conveyancing fees when purchasing property
Government Fees
For all SMSFs:
- $259 annual Supervisory Levy charged by the ATO (payable when the annual return is lodged)
- Additional $259 annual Supervisory Levy for first year funds (payable only on the first return)
Plus, for SMSFs that have a corporate trustee:
- $59 annual ASIC fee
- $290 annual ASIC fee for a Bare Trustee company (if the SMSF has purchased a property and has a LRBA loan)
Set up an SMSF
SMSF Partners can assist you with the establishment of your new self-managed super fund quick, easy and hassle-free.The setup process will involve:
STEP 1
Complete the online application form
STEP 2
SMSF Partners will establish your SMSF & send the documents to you for signing
STEP 3
We will apply for an ABN & TFN for your SMSF
STEP 4
Open up the SMSF bank account
STEP 5
Begin rolling over existing super funds and nominate your SMSF bank account to receive your employer contributions
STEP 6
You can now begin investing!