Managing your self-managed super fund doesn’t have to be costly or complicated. We aim to offer low, transparent, and fixed annual SMSF fees. Our standard SMSF accounting fee is $1,190 p.a. (including GST and the annual independent audit). This covers all of the essential annual SMSF compliance obligations for the SMSF.
There are various other SMSF fees and costs involved with running an SMSF. We have provided a detailed SMSF annual fee schedule below.
Standard SMSF Accounting Fee
- Cash and Term Deposits (with any bank)
- ASX Listed Securities, including ETFs
- Public Unit Trusts or Managed Funds
Add-on Investment fees
- Cash and Term Deposits (with any bank) (more than 10 accounts)
- ASX Listed Securities, including ETFs (held through more than one broker platform or HIN)
- Public Unit Trusts or Managed Funds (more than 5 holdings)
- Precious metals (held through an approved Australian based trading platform)
- Mortgage or fixed interest investments (held through an approved Australian based trading platform)
Pension & Contribution Administration Fees
Structure Change Fees
Other Non-Standard Fees
Fees payable to regulatory bodies or other third parties
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ATO Supervisory Levy $259
Payable to the ATO each year by all SMSFs
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ASIC Annual Review Fee - Special Purpose Trustee Company $67
Payable directly to ASIC each year (if applicable)
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ASIC annual Review Fee - Proprietary Company $329
Payable directly to ASIC each year (if applicable)
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Life insurance (if required) TBC
This cost will depend on the insurance taken out by the trustee. You are free to choose any life insurance product you like. We recommend you seek professional financial advice to help you with this decision
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Investment management, Taxation or Legal Advice (if required) TBC
Advice of this nature is not provided by Online Super Fund. You may need to seek additional advice at times for your SMSF, the cost for this will depend on the needs of the trustee.
