SMSF Setup & Year One
Special Offer
New SMSF setup with Bitcoin, shares or general investing — get started with a fixed-fee package. $770 setup, $990 first year administration. Second year reverts to standard fees.
What's Included
A simple fixed-fee package for new SMSFs. No percentage charges, no setup surprises.
SMSF Setup
one-time fee
- SMSF Trust Deed
- ABN & TFN Registration
- Investment Strategy
- Bank Account Guidance
First Year Admin
annual administration
- SMSF Tax Return
- Financial Statements
- Independent Audit
- ATO Compliance Lodgement
Year 2+ Onward
normal package rates apply
- Everything in Year 1
- Bronze, Silver or Gold Care
- Choose level of support
- Transparent flat-fee pricing
Offer Conditions
- Minimum $100,000 existing super balance to transfer in
- New SMSF setups only — not available for existing funds
- Second year administration reverts to standard package fees
- My SMSF does not receive commissions or referral fees from any partners listed below
Setting Up Your SMSF Accounts
We work alongside your chosen exchange, broker and bank. Below are service providers our clients commonly use — you choose what suits your fund.
Disclaimer: My SMSF does not receive commissions, referral fees or any benefit from the service providers listed above. These are not recommendations to use any particular provider. You should research and select providers appropriate to your fund’s needs. My SMSF provides accounting and administration services only and does not provide financial product advice.
How to Get Started
Four steps from enquiry to an active SMSF
Contact Us
Call or email our team to discuss your super balance, current fund and what you want to hold in your SMSF.
We Set It Up
We prepare your trust deed, register your ABN and TFN, and guide you through opening a dedicated bank account.
Rollover & Fund
Roll over your existing super to the SMSF bank account. Open your chosen exchange or broker account in the fund name.
We Handle Compliance
We take care of annual accounting, tax return, audit coordination and ATO lodgement each year.
Ready to Set Up Your SMSF?
Contact our team today to claim the $770 setup + $990 first year offer. We handle the administration, compliance and ATO reporting so you can focus on managing your fund.