Transparent SMSF Admin Pricing
We publish our pricing because we believe financial advisers should know what SMSF administration costs before they need to ask. Every fee is a from-price, exclusive of GST, and reviewed annually in line with CPI. Complex funds, high transaction volumes or unusual structures may attract a scope adjustment. We will always discuss that with you in advance.
Advised SMSF service tiers
These tiers apply to funds that operate under the guidance of a licensed financial adviser.
Tier 1 – Annual Tax Return and Financial Statements
From $1,500 +GST per year
This tier is suited to funds that manage their own transactions throughout the year and require annual compliance and reporting support.
| Included |
|---|
| Preparation of annual financial statements |
| Preparation and lodgement of the SMSF Annual Return |
| Liaison with the independent auditor and coordination of audit process |
| Basic compliance review and regulatory checks |
| Confirmation of member balances and reporting obligations |
Tier 2 – Full Service Daily SMSF Administration
From $2,000 +GST per year
For advisers who prefer their clients’ funds to be fully managed from an operational perspective. Everything handled.
| Included |
|---|
| Full daily transaction processing |
| Ongoing fund accounting maintenance |
| Mailhouse service and document management |
| Payment of SMSF taxes |
| Preparation of annual financial statements |
| SMSF Annual Return lodgement |
| Audit coordination |
Additional services
| Service | Fee (+GST) | What is included |
|---|---|---|
| SMSF Establishment including Corporate Trustee Company | $1,800 | Establishment of an SMSF, including incorporation of a new corporate trustee company. Documentation preparation and structural implementation. |
| Trust Deed Review and Upgrade | $300 | Review and update of the SMSF trust deed to reflect current superannuation legislation and regulatory changes. |
| Change of Trustee Documentation | $1,200 | Preparation of all documentation required to change individual or corporate trustees: trustee resolutions, ATO updates, ASIC updates, compliance documentation. |
| Assistance Updating Assets to New Trustee | From $800 | Support with updating asset ownership records following a trustee change, including liaison with banks, brokers and institutions. |
| Bare Trust Establishment including Corporate Trustee Company | $2,600 | Establishment of a bare trust structure for limited recourse borrowing arrangements including incorporation of a new corporate trustee company. |
| Bare Trust Establishment using Existing Company as Trustee | $1,800 | Establishment of a bare trust structure where an existing company is appointed as trustee. |
Annual fee reviews
Fees are reviewed annually and adjusted in line with CPI. Any changes to scope or pricing are discussed with the adviser in advance. There are no surprise invoices.
How we compare
Many SMSF administration firms do not publish their pricing. You have to call, request a quote, negotiate, and then discover exclusions buried in the fine print. We take a different approach: our from-prices are published, our inclusions are listed, and our scope boundaries are clear. If your fund requires work beyond the standard tier, we will tell you what it costs before we start.
FAQs – Adviser pricing
Are these prices per fund or per member?
Per fund, per year. The from-price applies to a standard fund structure. Funds with high transaction volumes, multiple property assets, or complex compliance requirements may attract a scope adjustment, which we will discuss in advance.
What is not included in the base fee?
The independent SMSF audit fee is separate (the auditor invoices the fund directly). ASIC fees for corporate trustee annual review, and any third-party costs (e.g., title searches, valuation reports) are also separate. Additional services listed above are priced separately when required.
Do fees include GST?
No. All prices are exclusive of GST. GST is added at invoicing.
How are fees paid?
Fees are typically invoiced directly to the fund. Payment arrangements can be discussed during onboarding.
Is there a minimum contract period?
Engagements run for a 12-month period, aligned to the financial year because the work covers a full compliance period.
Get a quote
For a detailed quote based on the specific funds in your book, contact us:
- Call 02 8412 0086
- Email [email protected]
- Book a pricing discussion
All fees are exclusive of GST and indicative only. Services provided are tax, compliance and administration only. SMSFcentral does not provide financial product or investment advice. Credentials.