SMSF administration services and pricing

Pricing

Flexible and cost effective. Our fixed fee administration services guarantee you will never pay more than needed for your super fund management, making SMSF Live a more affordable option when compared to traditional funds.

As an introductory offer, we’ll waive your first month!

Basic

$175

/ month

Perfect for funds with a single investment and a low level of administration. Fund balance typically less than $500,000.

  • $0 transfer fee.
  • Preparation of Annual Financial Statements and Taxation Return.
  • Annual independent audit.
  • Integration of data feeds with your nominated bank.
  • Free expert tax support.
Essential

$235

/ month

Perfect for funds with multiple investments and a medium level of administration including BAS and Pensions. Fund balance typically greater than $500,000.

  • $0 transfer fee.
  • Preparation of Annual Financial Statements and Taxation Return.
  • Annual independent audit.
  • Integration of data feeds with your nominated bank.
  • Free expert tax support.
  • Share portfolio investments and borrowing flexibility.
Premium

Contact us

Ideal for the sophisticated SMSF investor.

  • $0 transfer fee.
  • Preparation of Annual Financial Statements and Taxation Return.
  • Annual independent audit.
  • Integration of data feeds with your nominated bank.
  • Free expert tax support.
  • Share portfolio investments and borrowing flexibility.
  • Variety of investments.

Not sure which package is right for you?

Get in touch by booking a free session and we’ll help you make the right choice. If the above plans don’t suit your needs, you may need a Custom Fee Indication. We’ll assess your current SMSF investments and bank transactions and provide you with a fixed fee indication.