SMSF Administration & Switching

Make SMSF administration easier.

We simplify the records, annual accounts, return preparation and independent audit coordination — without restricting your fund to a narrow investment platform.

Simple

online administration

Global

markets through IBKR

Specialists

SMSF is all we do

Sound familiar?

  • Slow responses or hard-to-reach accountants
  • Too much time spent organising records and compliance paperwork
  • Year-end paperwork chaos and constant document requests
  • Generalist accountants who don't specialise in SMSFs
  • Outdated processes that still rely on printing and posting
  • Platforms that limit your broker, bank or investment markets

There's a better way.

A specialist, paperless service that reduces admin without narrowing your investment choices.

100% investment autonomy

Your SMSF, your rules

Some bundled SMSF platforms limit the available broker, bank account or investment markets. easySMSF gives you another model: global market access through Interactive Brokers (IBKR), or the ability to retain another supported provider. You choose your broker, your bank and your investments.

Questions to ask any bundled platform

  • Can I choose or retain my broker?
  • Which Australian and global markets can I access?
  • Can I choose where the fund's cash is held?
  • Does the provider benefit when I trade or hold cash?

easySMSF

  • 150+ markets across 33 countries through IBKR
  • Other supported brokers and banks can be retained
  • No brokerage commissions or trading rebates to easySMSF
  • No cash-account margin paid to easySMSF

Investment availability, account eligibility, fees and rates vary by provider. Check the actual market access, cash-account terms and any commercial relationships before choosing an SMSF platform.

Why trustees switch to easySMSF

We service brand new funds and existing SMSFs that need a better administrator. Either way, you get the same specialist, paperless service.

SMSF specialists

We don't do anything else. SMSF administration, compliance and tax — every day, all year.

One connected process

Fund records, annual accounts, return preparation and audit coordination are managed through one service.

Independent audit included

Coordinated annually with an independent third-party auditor — fee included in your monthly admin.

Less year-end chasing

Connected data feeds and year-round records reduce the document scramble at annual reporting time.

Responsive support

Real people, fast replies, and clear answers — the way professional service should work.

100% paperless

Sign and submit everything online. No printing, no scanning, no posting.

What's included every year

A complete annual service for your fund — covered by your fixed monthly fee.

Annual SMSF financial statements
Member account balance calculations
Annual fund return preparation
Coordination with independent third-party auditor
Audit fee included
Actuarial support included (if required)
Pension minimum drawdown calculations (if required)
Pension reporting support (if required)

SMSFs in Australia

Over half a million Australians have already taken control of their super.

Self-managed super funds are now one of the largest segments of the Australian retirement system — and they're growing every quarter. If you're still in a default industry or retail fund, you may be missing out on the control, transparency and investment choice that more than a million Australians already enjoy.

599,678

SMSFs

established across Australia

1.1M+

members

managing their own retirement

$748B

in assets

held inside Australian SMSFs

Source: ATO Self-managed super fund quarterly statistical report, latest release.

SMSF administration costs by state and territory

SMSFs are regulated federally by the ATO, so your administration fee and the government charges are the same whether your fund is in Sydney, Melbourne, Perth or Darwin. There is no state-based loading, no travel fee and no regional surcharge — the table below is the complete annual cost of running a standard fund with easySMSF in every Australian state and territory.

Annual SMSF administration cost by Australian state and territory
State / territoryCapitaleasySMSF admin (incl. audit)Annual total, corporate trusteeLocal note
New South Wales (NSW)Sydney$139/mo ($1,668/yr)$1,994Our Ultimo office is the easySMSF head office, but every fund is administered online.
Victoria (VIC)Melbourne$139/mo ($1,668/yr)$1,994Melbourne trustees switch to us remotely — no office visit and no paperwork by post.
Queensland (QLD)Brisbane$139/mo ($1,668/yr)$1,994Brisbane, Gold Coast and regional QLD funds are all administered on the same fixed fee.
Western Australia (WA)Perth$139/mo ($1,668/yr)$1,994AWST time-zone support — we work to your business hours for signing and lodgement.
South Australia (SA)Adelaide$139/mo ($1,668/yr)$1,994Adelaide trustees pay exactly the same fixed monthly fee as Sydney trustees.
Tasmania (TAS)Hobart$139/mo ($1,668/yr)$1,994Fully remote onboarding — Tasmanian funds are never charged a travel or regional loading.
Australian Capital Territory (ACT)Canberra$139/mo ($1,668/yr)$1,994Canberra funds, including public-sector members rolling out of PSS/CSS, are welcome.
Northern Territory (NT)Darwin$139/mo ($1,668/yr)$1,994Darwin and regional NT funds are administered online with the same audit inclusion.
  • Annual totals add the ATO SMSF supervisory levy ($259) and, for corporate trustees, the ASIC annual review fee for a special purpose company ($67). Both are government charges passed through at cost.
  • With individual trustees there is no ASIC review fee, so the annual total is $1,927.
  • Funds holding property under an LRBA are administered on our Premium tier at $194/month.

Switching is effortless

You don't need to chase your old accountant or wrangle paperwork. We coordinate the handover from your existing administrator, end-to-end.

01

Tell us about your fund

Share a few basic details about your existing SMSF and your current administrator.

02

We handle the handover

We contact your previous accountant, collect prior-year financials, and transition records — paperlessly.

03

Your fund, properly managed

We take over your annual accounts, tax return and audit coordination — at a fixed monthly fee.

Common questions about switching

The answers most trustees ask before moving their SMSF administration to us.

Related SMSF guides

Switching is one part of the picture. If you're still weighing things up, these explain the full cost and process:

Ready to switch your SMSF?

Get in touch and we'll handle the handover from your existing administrator.