Affordable SMSF Packages

Bronze, Silver & Gold Fixed-Fee Packages

Choose a package built around your investment mix, support needs and level of SMSF complexity. All packages include annual accounting, tax return and independent audit — at a fixed price with no hidden fees.

Annual Package Fees

Bronze $1,190 per annum
Silver $1,550 per annum
Gold $2,550 per annum

Annual administration includes accounting and independent audit. Package inclusions vary by investment type and support level required.

Pricing that matches the way your SMSF invests

At My SMSF, we offer three flexible packages to suit your investment needs, compliance requirements and level of involvement. Whether you're just starting out or managing a diverse portfolio including property and crypto, there's a package to match.

Corporate Trustee SMSF
$990
one-time fee
Individual Trustee SMSF
$220
setup fee
Transfer Existing SMSF
$220
once only

Included in Establishment

SMSF trust deed (provided you maintain the fund for 12 months)
ABN and TFN registration with the ATO
Electronic service address (ESA) setup
Rollover assistance and instructions
Bank account application guidance
ATO registration and activation
⚠ Early Exit Fee: A fee of $550 applies if the first year of administration is not completed with My SMSF.
Choose Your Package

Select the Package That Fits Your SMSF

All packages include the annual tax return, financial statements and independent audit. The difference is in the investment types supported and the level of service.

Bronze Package
$1,190 / year
inc. GST  ·  24-month minimum term

The well-priced entry package suited to most SMSF trustees with straightforward investments.

Annual tax return, financials & audit
Chat and email support
Cash and listed investments (ETFs, shares)
Crypto: up to 300 trades in AUD only
Gold/metals: with independent vault provider
Phone support
ATO & ASIC mailhouse services
Free deed updates
Get Started with Bronze →
Gold Package
$2,550 / year
inc. GST  ·  12-month minimum term

The greatest investment choice, proactive support and priority tax work — for complex, multi-asset SMSFs.

Annual tax return, financials & audit
Phone, email, WhatsApp & chat support
Free SMSF deed updates
Investment strategy & crypto guidance
Priority tax work and processing
Proactive compliance support
Greatest investment choice — all asset classes
Bank account application included
Get Started with Gold →
Side by Side

Package Comparison

Compare exactly what's included in each package before you apply.

Setup & Service Bronze
$1,190/yr
Silver
$1,550/yr
Gold
$2,550/yr
Corporate trustee setup $990 once only $990 once only $990 once only
SMSF trust deed Included Included Included
Transfer of existing SMSF $220 $220 $220
Annual tax return & financials
Independent audit
Super rollover support Email instructions MyGov guidance Guided support
Support channels Chat & email Phone, email, chat Phone, email, WhatsApp, chat
ATO & ASIC mailhouse
BAS services Optional $150/yr Optional
Free deed updates
Investment strategy guidance
Priority tax work
Bank account application Included
Other optional fees $110 $110 $110
Minimum term 24 months 12 months 12 months

ⓘ Bronze pricing shown as $1,190 per annum per the current live fee schedule. Older versions of the site showed $1,100 — please refer to the current fee schedule for all fees.

Investment Types

Which Package Fits Your Investments?

Different investment types require different levels of accounting expertise. Choose the package that matches your asset mix.

Cryptocurrency

Bronze: Up to 300 trades in AUD only.
Silver: Greater flexibility and support.
Gold: Full guidance including DeFi, staking and multi-exchange.

Property & Private Assets

Bronze: Limited availability.
Silver: Expanded options and support.
Gold: Greatest investment choice and LRBA support.

Gold, Metals & Alternatives

Bronze: Permitted with independent vault provider only.
Silver: Case by case basis.
Gold: Case by case with proactive guidance.

Cash & Listed Investments

Bronze: Well suited to simpler funds.
Silver: Broader investment options supported.
Gold: Broadest choice across all listed assets.

Pink Diamonds

Bronze: Limited support.
Silver: Case by case support available.
Gold: Specialist accounting and valuation support since 2017.

Which Package to Choose?

Start with Bronze for a simple fund. Upgrade to Silver for broader access and phone support. Choose Gold for a complex, multi-asset fund with priority service.

Common Questions

Frequently Asked Questions

Bronze is the entry package suited to most trustees with straightforward investments like cash, shares and ETFs. At $1,190 per year it includes the annual tax return, financial statements and independent audit with chat and email support.
The current live fee is $1,190 per annum. Older versions of the website showed $1,100 — the fee schedule on this site reflects the current price.
Silver ($1,550/yr) adds phone support, ATO and ASIC mailhouse services, transaction report assistance, discount documents and services, and access to a broader range of investments compared to Bronze.
Gold ($2,550/yr) is the package with the greatest investment choice. It includes free SMSF deed updates, investment strategy and crypto guidance, priority tax processing, WhatsApp support and proactive compliance assistance — ideal for more complex funds.
Yes. You can upgrade from Bronze to Silver or Gold at any time. Contact our team to discuss the transition and any applicable fees.
No. The corporate trustee setup fee ($990) and transfer fee ($220) are the same across all three packages. The only difference is the annual administration fee and the services included.
Bronze has a 24-month minimum term. Silver and Gold have a 12-month minimum term. An early exit fee of $550 applies if the first year of administration is not completed.

Compare Your Package and Get Started

Choose Bronze, Silver or Gold — review the fee schedule and move straight into the online application. Setup takes just a few minutes.

* Pricing, terms and optional fees should be read in conjunction with the live fee schedule and terms & conditions. R S Capital Partners Pty Ltd ABN 67 145 282 908 trades as My SMSF / My SMSF Property.