Are you ready to take control of your super?

You don't have to be fabulously rich to do it. We make it easy and cost effective with our flat fee one time set up cost and fixed administration and compliance fees.

When you have made a decision or consulted your Financial Planner to set up your own SMSF, you can choose an option below and fill out a simple form to get started setting up your SMSF.

*Includes Trust Deed, All statutory documentation, Company constitution (only for Corporate trustee pacakage). All superannuation fund deeds are prepared by specialist legal professionals. Included are all necessary statutory documentation such as Minutes, Members documentation etc, ABN registration for superannuation entities and all documentation. Delivered electronically. Physical devliery by post attracts additional charges.

These prices are based on your fund providing us with either direct data feeds for bank accounts, share trading account and managed funds, or with all transactions provided in .csv format. Should you be unable to provide this we will charge additional data entry fees.

Discussions and tax advice in relation to assisting you with compliance with the SIS Regulations is charged additionally at $250/hr. For example, ATO requirements for investment strategies, tax implications of transactions, restrictions around member access to their funds.

*Included: Financial Statements, Member Statements, Tax return. All fees above are GST inclusive.
*Not Included: Financial Advice, Audit, Actuarial, Tax Advice.
¹. Greater than 200 transactions $2 per transaction.
². $200/Rental property if assets include rental property. Limited to 1 rental property.
³. More than 2 rental properties $200/Rental Property.