SMSF Packages

SMSF Services

Self-Managed Super Fund pricing

Slide to your approximate SMSF fund size. Prices update in real time across all service levels.

Total Fund Size

$500K

$0 $1.7M $3.3M $5M+

Essentials

SMSF Compliance

Annual compliance and reporting to keep your fund ATO-compliant.

Annual investment

$3,000

Approx. $250/month

Annual Financial Statements
Annual Tax Return
Annual Independent Audit
ASIC Annual Statement
Minutes & Resolutions
Member Statements
Reminders of Lodgements Due

Book a Meeting

What affects SMSF pricing?

While fund size is a key driver, your actual investment depends on several factors:

Number of members — more members means more admin and reporting
Investment complexity — property, collectibles, overseas assets, and business real property require additional work
Transaction volume — high-frequency trading or multiple property transactions increase processing time
Pension phase — members in pension phase require additional calculations and compliance
Record quality — well-maintained records reduce processing time and cost

The calculator above gives you a baseline. Your exact investment will be confirmed at a strategy meeting once we understand your fund’s specifics.

Not sure which is right for you? Book a no-obligation strategy meeting and we’ll recommend the best fit based on your fund’s complexity, investment strategy, and how involved you want to be in day-to-day management.

Prices are indicative and based on typical SMSF complexity at each fund size. Your exact investment will be confirmed at a Strategy Meeting. All prices are in AUD and exclude GST. Independent audit fee included in all packages.

It all starts with a conversation

SMSF Packages

Self-Managed Super Fund pricing

What affects SMSF pricing?

It all starts with a conversation