My SMSF Fee Schedule

Transparent, Fixed-Fee SMSF Pricing

No hourly rates. No hidden charges. Every fee listed clearly below — from SMSF setup through to annual administration and occasional services.

$990Setup (Corp Trustee)
$220Setup (Ind. Trustee)
$1,190Annual Admin (Bronze)
$1,550Annual Admin (Silver)
$2,550Annual Admin (Gold)
Getting Started

SMSF Setup Fees

One-time fees to establish your Self-Managed Super Fund. Choose corporate trustee (recommended) or individual trustees.

Individual Trustee SMSF

Trust deed, ABN/TFN application and full ATO registration. Trustees act in their personal capacity.

$220 one-time · inc. GST
Apply Now →

Transfer Existing SMSF

Review of existing fund documents, financials, SMSFAR, deed and setup documents. Annual administration fee also applies.

$220 once only · inc. GST
Transfer My SMSF →
Annual Administration

Annual Package Fees

Fixed annual fees covering your SMSF tax return, financial statements and independent audit. Choose the package that suits your investments.

Bronze Package

Bronze Administration

$1,190
per annum · inc. GST · 24 month minimum
Annual tax return & financial statements
Independent audit
Chat and email support
Cash, shares & listed investments
Crypto up to 300 AUD trades
Get Started →
Silver Package

Silver Administration

$1,550
per annum · inc. GST · 12 month minimum
Annual tax return & financial statements
Independent audit
Phone, email & chat support
ATO & ASIC mailhouse services
Broader investment options
Get Started →
Gold Package

Gold Administration

$2,550
per annum · inc. GST · 12 month minimum
Annual tax return & financial statements
Independent audit
Phone, email, WhatsApp & chat
Free deed updates · priority tax work
Greatest investment choice — all assets
Get Started →
Additional Services

Maintaining Your SMSF

Occasional fees that apply only when your fund needs a specific service. These are one-off charges, not annual fees.

Service Fee (inc. GST)
Pension EstablishmentSetting up a pension for a fund member $550 per pension
Actuarial CertificateRequired for funds in both accumulation and pension phase $330 per certificate
ESA ProviderElectronic Service Address for super contributions $44 *
GST RegistrationRegistering your SMSF for GST where required $110
Trust Deed ReplacementUpdating or replacing your SMSF trust deed $330 per deed
SMSF Compliance BreachAssisting with ATO compliance rectification $330 – $2,200
Bare Trust SetupRequired for limited recourse borrowing arrangements (LRBA) $1,770
Adding or Removing Fund MembersUpdating fund membership, deeds and ATO records $990
ATO QueriesResponding to ATO instalment notices and correspondence $55
BAS ServicesApplicable to Silver package funds where required $150 per annum
SMSF Wind-Up FeeFull wind-up and closure of your SMSF $2,200
Other Optional ServicesMiscellaneous one-off services not listed above $110
Early Exit FeePayable if first year of administration is not completed $550
Government & Regulator

Annual Regulator Fees (2025/2026)

These fees are set by ASIC and the ATO — not by My SMSF. They are payable every year in addition to our administration fee.

ASIC

Company Renewal — Super Trustee

$69
ASIC annual review fee · payable each year
ASIC

Company Renewal — Property Trustee

$329
ASIC annual review fee · payable each year
ATO

SMSF Supervisory Levy

$259
Paid with your annual tax return
Note: Regulator fees are collected by ASIC and the ATO directly. My SMSF does not retain any portion of these fees. Amounts may change each financial year — refer to ASIC and ATO websites for the most current figures.
What's Included

Included in Your Establishment Fee

The following are provided at no additional cost as part of your SMSF setup.

Included at No Cost — Setup

SMSF Trust Deed (provided you maintain your account for 12 months)
ABN and TFN Application
Electronic Service Address (ESA) Setup
Bank Account Application (Gold package only)
SMSF Deed Setup
An early exit fee of $550 is payable if first year administration is not completed with My SMSF.

My SMSF Transfer Service

Free online account setup
Review of your existing fund documents
Financials, SMSFAR, Deed and setup documents
Transfer administration from any existing provider
Transfers of existing SMSFs with outstanding returns and audits are subject to our annual administration fee plus a once-off transfer fee of $220.

Ready to Get Started?

Complete our online application in minutes. The one-off setup fee of $990 (corporate trustee) or $220 (individual trustee) is due on completion. Questions? Call 1300 545 516.

* ESA fee applies where a new ESA address is required. ** Transfers subject to annual administration fee in addition to the $220 transfer fee. All fees include GST. Fees are subject to change — refer to this schedule for current pricing. Setup fee conditions apply as listed above. R S Capital Partners Pty Ltd ABN 67 145 282 908 trading as My SMSF® / My SMSF Property®.