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Fixed Fees – Saving for Retirement

Fees Schedule

At SMSF Solutions Australia, we endorse a commitment to fixed and transparent fees for all our clients. There are no additional charges based on the size of your account.

We provide a comprehensive solution for all your needs, offering assistance with every accounting aspect of your SMSF. Please refer to our services’ pricing details below.

SMSF Accounting Services

We extend a special introductory rate for our clients in their first year, ensuring you experience peace of mind while receiving the same high-quality service at an advantageous price.

First Year with Us

Accountancy Fee for Year 1
$ 799 for first Year
  • Detailed Reports of your SMSF
  • Annual Tax Return Package
  • Compliance pack including minutes & resolutions for your SMSF
  • General technical guidance in relation to superannuation regulations
  • No limitation on types of assets, shares, managed funds, real property and cryptocurrencies.
Onboarding as a New Client
Register your interest with us to explore our services further, without any obligation. After registration, we will be in touch with you shortly to confirm that you understand our scope of services.
New Client

Year 2 and onward

Accountancy Fee for subsequent year
$ 999 per year
  • Detailed Reports of your SMSF
  • Annual Tax Return Package
  • Compliance pack including minutes & resolutions for your SMSF
  • General technical guidance in relation to superannuation regulations
  • No limitation on types of assets, shares, managed funds, real property and cryptocurrencies.​
All accounts are prepared in Australia, and we do not maintain a back office in a foreign country. Any adjustments to fees will be communicated to our clients with at least six months' notice.
Fixed Fees

Services included in Our SMSF Accounting Services

  • Technical guidance in Superannuation Rules Free

    Ask us any question about SMSF legislation

  • ASIC Agent Free

    We can act as an ASIC agent for your corporate trustee - this enhance you ability in managing your SMSF records

  • TBAR Report Free

    This is the additional report that required to be lodged with ATO when required, mostly in pension phase members

  • Centrelink Schedule Free

    We can provide Centrelink schedule at your request at free of charge. This schedule is required when you are getting benefits from Centrelink

  • Pension Commencement Free

    We do not charge any fee for commencing pension account for you if the account is commenced at the balanced date, which is deemed as 30 June or 1 July of the financial year.

  • Electronic Service Address (ESA) Free

    ESAs enable SMSFs to receive SuperStream contribution data sent by employers, commonly known as Employer Contributions or Superannuation Guarantee.

Audit Fees

The fund can undergo an audit conducted by our trusted independent auditor located in Gordon NSW 2072. Alternatively, you may choose your preferred auditor for your account.

  • Audit fee $220 to $330

    Independent external auditor

Additional Fees (if applicable)

Additional fees are charged only when required. This costs are usually reimbursed directly to the service provider.

  • Title search $25

    Charged in cases where real property is present within the SMSF

  • Actuarial Certificate $110

    Charged only if required (when there is mixture of accumulation and pension phase in the SMSF)

  • Account Based Pension - Commencement $120

    This fee is chargeable when you ABP was commenced during the FY other than the balanced date

  • Business Activity Statement (GST Purpose) $79

    This fee is applicable when the fund holds commercial property and is required to report GST on a quarterly basis. The price is based on quarterly lodgement

Set-up a SMSF

There are two choices when it comes to establishing an SMSF: individual trustees or a corporate trustee. If you are uncertain about which option to choose, feel free to send us an inquiry.

  • Individual Trustees $165

    Our fee is based on the actual cost of the trust deed, ensuring transparency and value for our clients. Our trust deed is meticulously crafted to align with current legislation, guaranteeing legal compliance and peace of mind. Rest assured, all documents are prepared by a professional legal firm based in Sydney, ensuring accuracy and reliability

  • Corporate Trustee $850

    This fee inclusive ASIC registration cost of $576 (actual cost), and trust deed and company constitution. All documents are prepared by a professional legal firm based in Sydney.

At SMSF Solutions, we source trust deeds from a reliable third-party provider. Our trust deed is based on current legislation, providing our clients with peace of mind that it complies with current laws. Moreover, it is prepared by professional lawyers who specialize in the SIS Act 1993. 

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SMSF SOLUTIONS AUS PTY LTD & THE BROOK HILLS TAX ACCOUNTANT PTY LTD AS PARTNERS FOR ARCH PARTNERS ABN 67 487 335 799; TAX AGENT REGISTRATION 26214880

General Advice Warning:

No Advice Express or Implied: The information presented on this website is of a general nature and has not been crafted to accommodate the specific objectives, financial situation, or individual needs of any particular investor. SMSF Solutions refrains from providing financial product advice or endorsing any financial products, either explicitly or implicitly. It is explicitly stated that SMSF Solutions neither recommends nor represents any financial product or service available through its platform, including those established for your SMSF upon becoming a client. 

Seek Professional Advice from a Financial Adviser: SMSF Solutions operates on a no-advice model and does not dispense financial, legal, or tax advice to clients. It is strongly advised that clients seek appropriate professional advice based on their personal circumstances. A licensed financial adviser can assess an individual’s situation and provide recommendations suitable to their financial needs. All information on the SMSF Solutions website is factual and general in nature, and therefore, reliance on it should be avoided. Trustees bear legal responsibility for all decisions made, even if advice is sought from a financial planner. While financial professionals can offer guidance and assistance, ultimate responsibility for the fund lies with the trustees.

ARCH PARTNERS and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.