Choose a service package which best suits your SMSF

Our transparent and fixed SMSF administration fees suit SMSFs of all sizes and types.

Standard

$1,980/per annum
  • Includes the annual independent audit
  • Paid as $165 per month on direct debit.
  • Our base offering covering simple SMSFs with bank accounts and selected direct Australian equity brokers. Access to our term deposit platform.
  • Fees not impacted by the size of your fund, the number of investments or the number of transactions.

Premium

$2,640/per annum
  • Includes the annual independent audit
  • Paid as $220 per month on direct debit.
  • Investments include cash accounts, term deposits, direct equities via a wide range of brokers, managed funds via wrap or residential property (inc. with a loan).
  • Fees not impacted by the size of your fund, the number of investments or the number of transactions.

Comprehensive

$3,300/per annum
  • Includes the annual independent audit
  • Paid as $275 per month on direct debit.
  • Suitable for larger SMSFs with varied investment that may include commercial property, collectibles, unlisted and/or related party investments.
  • Fees not impacted by the size of your fund, the number of investments or the number of transactions.

We are passionate about helping you get the best from your SMSF.
The following outlines our approach to SMSF administration:

Your SMSF - Your Choice

You have an SMSF because you want control and choice in regard to your wealth. We do not dictate to our clients what they can invest in and what banks, brokers and investment platforms they need to use. However where we believe there is a better solution that saves you both time and money, we will point you in the right direction.

Less Paperwork

We are experts at streamlining how your SMSF runs. We have the widest possible range of automated transaction feeds from banks, brokers and investment platforms / wrap accounts available. This makes it is easier, faster and more cost effective for us to keep your SMSF accounts up to date. Our goal is to be able to complete your SMSF accounts with you supplying only minimal documentation and without us undertaking any manual data entry.

Advice When You Need It

With Superfund Partners you have access to an experienced team of tax accountants, SMSF specialists and financial advisers. The right advice is only ever a phone call away, and we encourage you to come and meet with us once a year at no extra cost. The less time we spend chasing paper and old fashioned manual data entry the more attention we can give to strategies that help you squeeze the most from your SMSF.

Simple Fee Structure

Our fixed fee packages are driven by the accounts and investment platforms you use, not the number of individual investments or transactions. Where your SMSF falls outside the packages we can tell you how to get everything aligned so you can take advantage of the lower fixed fees that the packages provide or work with you to find a solution and a fee that works for both of us.

What’s included in our SMSF accounts service:

  • Preparation of annual accounts and SMSF tax return.
  • Online access to your up-to-date SMSF reports.
  • We look after all ATO correspondence on your behalf.
  • Preparation and lodgement of your activity statements
  • Liaison with our independent auditors.
  • Dedicated SMSF specialist accountant.
  • Unlimited phone support from our expert team.
  • Access to exclusive client events.
 
SMSF Accounting Inclusions

Does your SMSF not fit the mold?

We don’t all fit into neat boxes. We understand. Use our fee calculator to determine a tailored fee – just for your SMSF.

Calculate Now

Learn more about our fixed SMSF administration fees

Superfund Partners offers a lot more than simply SMSF accounts. We are not like other accountants.

  • Establishment of a new SMSF (with special purpose trustee company) $1650
  • Amendment (upgrade) of an existing SMSF trust deed $495
  • Amendment of existing SMSF deed and establishment of a new SMSF trustee company $1540
  • Establishment of a Limited Recourse Borrowing Arrangement (LRBA) (with trustee company) $1540
  • Establishment of Limited Recourse Borrowing Arrangement (LRBA) (using an existing company as trustee) $990
  • All SMSF administration fees quoted are inclusive of GST
  • Fees can be paid monthly or on an annual in arrears basis however we must hold a direct debit authority on file
  • Where your SMSF is operational for only part of the year a pro-rata fee will be payable for SMSF administration
  • Quoted monthly fees do not include the independent audit which will be charged annually on completion of the audit
  • To be eligible for the fixed fee packages you will be required to sign all required third party authorities to enable us to receive you bank, share trading and investment transactions electronically
  • Preparation of annual accounts and SMSF tax return.
  • Online access to your up-to-date SMSF reports.
  • We look after all ATO correspondence on your behalf.
  • Preparation and lodgement of your activity statements
  • Liaison with our independent auditors.
  • Unlimited phone support from our expert team.
  • Access to exclusive client events.

There are a number of items and services that are not included in our fixed fee administration packages including:

  • Specific, personal financial advice.
  • Documentation to start or stop a pension.
  • Actuarial certificates where required.
  • Fees we incur including title search fees for property investments.
  • Fees where your SMSF is audited by the ATO.
  • Documenting your SMSF investment strategy.
  • Additional administration fees that push your SMSF outside the fixed fee packages above.
  • ATO SMSF Supervisory Levy of $259 per annum.
  • ASIC company renewal fee of $46 per annum.

Custom SMSF Administration Fee Calculator

Calculate a custom fee for your SMSF. Use this calculator when your SMSF doesn't fit into one of our fixed-fee SMSF administration packages.