Bronze, Silver and Gold packages
Pricing that matches the way your SMSF invests. Every package includes the annual tax return, financial statements and independent audit — the difference is the investment types supported and the level of service.
Setting up your fund
Setup fees are the same across all three packages. Only the annual administration fee and included services differ.
Corporate trustee SMSF
Individual trustee SMSF
Transfer existing SMSF
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
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
The well-priced entry package suited to most SMSF trustees with straightforward investments.
- Annual tax return, financials & audit
- My SMSF Client Dashboard, including the My SMSF Assistant
- Chat and email support
- Cash and listed investments (ETFs, shares)
- Crypto: up to 100 trades, exchange wallet only
- Gold/metals: with independent vault provider
- Phone support
- ATO & ASIC mailhouse services
- Free deed updates
24-month minimum term
Choose BronzeSilver package
More support and a wider investment menu — ideal for trustees wanting WhatsApp access and broader asset classes.
- Annual tax return, financials & audit
- WhatsApp, email and chat support
- ATO & ASIC mailhouse services
- Transaction report and assistance
- Discount documents and services
- Broader property & investment options
- BAS services $150 annual fee
- Free deed updates
12-month minimum term
Choose SilverGold package
The greatest investment choice, proactive support and priority tax work — for complex, multi-asset SMSFs.
- Annual tax return, financials & audit
- Phone*, WhatsApp, email and 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
12-month minimum term
Choose GoldWhat each package includes
Every package covers the annual tax return, financial statements and independent audit. These tables show where they differ.
Services and support
| Service | Bronze | Silver | Gold |
|---|---|---|---|
| Corporate trustee setup | $990 once only | $990 once only | $990 once only |
| SMSF trust deed | Included | Included | Included |
| Transfer of an existing SMSF | $220 | $220 | $220 |
| ABN / TFN application | ✓ | ✓ | ✓ |
| Bank account setup | – | ✓ | ✓ |
| Super rollovers | Email instructions | MyGov guidance | Guided support |
| My SMSF Client Dashboard includes the My SMSF Assistant, purpose-built for each care tier | ✓ | ✓ | ✓ |
| Support channels | Chat & email | WhatsApp, email, chat | Phone*, WhatsApp, email, chat |
| Property listings | – | ✓ | ✓ |
| Investment strategy update | – | ✓ | ✓ |
| Retirement / debt calculators | – | – | ✓ |
| Dividend reporting | – | – | ✓ |
| Online access & tools | Online storage | ✓ | ✓ |
| SMSF mailhouse | – | ✓ | ✓ |
| BAS services | – | $150 annual fee | ✓ |
| Other fees (optional) | $110 | $110 | $110 |
| Support response time | 1–2 days (email) | 1–2 days (email) | 1–2 days (email) |
| Newsletter | ✓ | ✓ | ✓ |
| Minimum term | 24 months | 12 months | 12 months |
| Annual administration fee includes accounting & auditing | $1,190 | $1,550 | $2,550 |
Investments supported
| Investment type | Bronze | Silver | Gold |
|---|---|---|---|
| Cryptocurrency | Max. 100 trades, exchange wallet only | ✓ | ✓ |
| Cash | ✓ | ✓ | ✓ |
| Staking | – | ✓ | ✓ |
| ASX listed securities | ✓ | ✓ | ✓ |
| Exchange traded funds (ETFs) | ✓ | ✓ | ✓ |
| ASX listed options | – | ✓ | ✓ |
| Mining rigs | – | – | ✓ |
| Australian contracts for difference (CFDs) | – | ✓ | ✓ |
| Managed funds | ✓ | ✓ | ✓ |
| Foreign exchange (FX) | – | ✓ | ✓ |
| Investment property (residential) | ✓ | ✓ | ✓ |
| Commercial property | – | ✓ | ✓ |
| Investments in private companies or trusts | – | – | ✓ |
| Investments in overseas property | – | – | ✓ |
| Investments in collectables | – | ✓ | ✓ |
| Gold, platinum & other metals | Only with an independent vault provider | ✓ | ✓ |
| Bots | – | – | ✓ |
* Phone contact is outbound — we call Gold care clients when there is an important matter to address with them. Day-to-day support for all packages runs through the channels listed above.
Bronze is shown at the current $1,190 annual fee. Earlier versions of this page showed $1,100 — see the current fee schedule for all fees and conditions.
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 100 trades, exchange wallet 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 an 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 WhatsApp support. Choose Gold for a complex, multi-asset fund with priority service.
Frequently asked questions
Which package is best for a simple SMSF?
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, plus the My SMSF Client Dashboard and its My SMSF Assistant.
What is the current Bronze annual fee?
The current fee is $1,190 per annum. Older versions of the website showed $1,100 — the fee schedule on this site reflects the current price.
What extra support does Silver provide?
Silver ($1,550/yr) adds WhatsApp support, ATO and ASIC mailhouse services, transaction report assistance, discount documents and services and access to a broader range of investments than Bronze.
Why would I choose Gold?
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, phone and WhatsApp support and proactive compliance assistance — suited to more complex funds.
Can I upgrade between packages?
Yes. You can upgrade from Bronze to Silver or Gold at any time. Contact our team to discuss the transition and any applicable fees.
Does the setup fee change between packages?
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.
What is the minimum term?
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.
1300 545 516General information only — it does not consider your personal circumstances and is not financial advice. Fees current as at 26 September 2026; see the fee schedule for full conditions.