Service & Offers


Foundation SMSF Services


New Fund Set-Up


New Fund-Set up – with Individual Trustees


New Fund Set-up – with Corporate Trustee


Existing Fund Transfer to our service


Transfer Fee


Ongoing Administration


Package 1 including Independent Audit Fee

$245 Monthly

Package 2 including Independent Audit Fee + Property (Geared or Ungeared

$395 Monthly
(+$150 per additional property)

Package 3 Account based Pension up to 2 per fund

$325 Monthly

Investment Inclusions, Services & Fees that are levied as incurred

Listed shares & ETFs


Aust Money Market Fund (for fixed term deposits)


Approved Wrap – No SMA


Term Deposits


Unlisted Companies & Trusts (excl. managed funds)

$235 each

Manually processed Foreign Assets or Bitcoin

$235 each

Manual entry bank accounts with > 24 transactions

$115 per account

Collectables & Personal Use Assets $

$115 each

Pension set up or commutation

$450 each

Ongoing pension administration and payment monitoring

Included in Package 3

Actuarial Certificate

Included in Package 3

PAYG payment summary provision, per annum

Included in Monthly Admin Fee

BAS provision (if registered for GST)

$250 per annum if lodged quarterly or $150 per annum if yearly

Set up a QROPS – trust deed & application to HMRC


QROPS ongoing admin & event’s-based reporting

$250 per annum plus $124 per event over 2

Corporate trustee establishment


Corporate trustee and Bare Trust establishment


Prior year returns


Change of fund membership


Trust Deed change or upgrade


Reserving excluding Pension and Contribution reserves


Termination or Transfer of service


Windup (in addition to standard administration fees)