SMSF Administration Packages

If you’re looking for a more convenient and affordable solution
for your existing SMSF, we can help!

SMSF Partners’ Administration Fees are conveniently structured on a monthly payment basis.

Depending on your chosen investments, these fixed monthly fees range from $150, $200, to $250.

This monthly payment approach is designed for fairness and equity, avoiding the burden of annual lump sum charges. Moreover, opting for a fixed monthly fee within your SMSF offers risk mitigation against unexpected accounting and audit expenses.

Importantly, this fixed monthly fee qualifies as a tax deduction for your SMSF and can be directly funded from it. It’s important to note that this expense is paid by your SMSF, not a personal cost.

The monthly fee becomes due on the first day of the month following the rollover of funds into your SMSF.

SMSF Setup Step 1 - Fill in our online application form

Basics Package

$150/Month
  • Cash
  • Term deposits
  • Direct shares
  • Managed funds
  • 1 Property
  • Multiple properties
  • Unlisted investments
  • Physical commodities
  • Art & Collectables
  • Cryptocurrency

Pro Package

$200/Month
  • Cash
  • Term deposits
  • Direct shares
  • Managed funds
  • 1 Property
  • Multiple properties
  • Unlisted investments
  • Physical commodities
  • Art & Collectables
  • Cryptocurrency

VIP Package

$250/Month
  • Cash
  • Term deposits
  • Direct shares
  • Managed funds
  • 1 Property
  • Multiple properties
  • Unlisted investments
  • Physical commodities
  • Art & Collectables
  • Cryptocurrency

All our comprehensive SMSF administration packages include:

  • Reconciliation of all transactions against the provided bank account, taking into consideration any electronic transactions conducted through the SMSF’s stockbroking account or any other transactions as specified by the trustee. Before processing, transactions are checked against regulatory requirements, and if any non-compliance issues are identified, we obtain the trustee’s authorisation before processing.
  • Annual audit 
  • Reports – preparation of all essential reports and returns that are required for an SMSF including:
    1. Compilation Report
    2. Trustee Declaration Report
    3. Statement of Financial Position
    4. Operating Statement
    5. Notes to the Financial Statements
    6. Investment Summary Report
    7. Investment Movement Report
    8. Realised Capital Gains Report
    9. Unrealised Capital Gains Report
    10. Investment Income Summary Report
    11. Member Statements
    12. Annual Tax Return
  • Establishing or canceling account-based pensions.
  • Providing electronic storage for transaction records, SMSF activities, financial reports, and regulatory documents.
  • Maintaining registers of members and investments, and meeting accounts required by regulatory requirements.
  • Granting trustees with online access to contributions, contribution cap status for each member, transactions, members’ benefits, establishment or cancellation of account-based pensions, insurance entitlements, indicative tax liabilities, and asset values.
Don't have an SMSF yet? Set one up here!
Learn more about the ATO's expectations of your SMSF's annual administration & reporting