Service pricing.
These prices are indicative ‘from’ prices, because every SMSF has varying levels of complexity. Please reach out to us for a tailored quote.
| Fees | Description | From price (inc. GST) |
|---|---|---|
| Annual administration, accounting and compliance fee | This fee is payable for each financial year. New SMSFs will be billed upon commencement of the service, then annually thereafter on the first business day in July. | From $2,200 |
| Annual audit | This fee is charged in addition to the annual fee. | From $660 |
| Title Searches for Auditor | This fee is per property. | $44 |
| SMSF establishment (Individual Trustees, including rollovers, ABN, TFN registration, and bank account registration if required) | Payable before establishment of the fund. | $1,100 |
| SMSF establishment (Corporate Trustee, including rollovers, ABN, TFN registration, and bank account registration if required) | Inclusive of ASIC fees. | $2,475 |
| Change to Corporate Trustee from Individual Trustees | Company Setup and Trustee Deed update to change Trustees (Inclusive of ASIC Fees). | $2,090 |
| Corporate Bare Trustee Establishment | Inclusive of ASIC fees. | $2,640 |
| Facilitating rollovers | This fee is per member. | $121 |
| Actuarial certificate | Charged at the time an actuarial certificate is sought from the actuary to complete a fund’s financials. | $220 |
| Update of Deed Rules | Charged upon completion of a change to the Deed. | $550 |
| SMSF Deed of Amendment | Change of Trustee(s) within the deed. Adding/removing Members from the SMSF (per Member) | $550 $110 |
| SMSF Fund Windup | Charged upon trustee request to wind up the SMSF. Additional Cost to the Annual Fee. | $1,100 |
| Pension Commencement | This fee is per member. | $550 |
| Binding Death Nomination Form | This fee is per member. | $550 |
| ASIC Agent Services (exclusive of ASIC Annual Fee) | Corporate Trustee for an SMSF only. Company (Standalone or acting in multiple capacities). | $220 $407 |
What we do.
SMSF setup and administration
We handle the complete setup and ongoing administration of your SMSF, ensuring a smooth and compliant start to your fund’s journey.
SMSF management
Our team provides end-to-end management of your SMSF, helping you stay on top of investments, reporting, and trustee responsibilities.
SMSF estate planning
We integrate your SMSF into a comprehensive estate plan to ensure your wealth is protected and distributed according to your wishes.
SMSF compliance advice
Stay fully informed and compliant with expert guidance on evolving SMSF regulations and trustee obligations.
SMSF tax returns
We prepare and lodge accurate SMSF tax returns, ensuring all deductions and obligations are correctly managed.
SMSF wind up
When it’s time to close your SMSF, we provide a seamless wind-up process that meets all legal and financial requirements.
Reviews
Hamish and I are very grateful, the past 20 years wouldn’t have been as rewarding without the guidance we have received from you.
— Shendel
An outstanding group of efficient professionals is always ready to help and support. Thanks for the great service over the years.
— Anthony
Awesome job done by WA SMSF Specialists, we really couldn’t have done much without you going the extra mile for us!
— Peter