SMSF Administration & Switching

Switch to an SMSF specialist.

Frustrated with your current SMSF accountant or administrator? Whether your fund is brand new or decades old, we'll take over your annual accounts, tax and audit — paperlessly, for a fixed monthly fee.

Fixed

monthly fee

Paperless

handover process

Specialists

SMSF is all we do

Sound familiar?

  • Slow responses or hard-to-reach accountants
  • Surprise bills and unclear, time-based fees
  • 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  • Outdated processes that still rely on printing and posting
  • Percentage-based fees that grow as your balance grows

There's a better way.

A specialist firm, fixed monthly pricing and a fully paperless service.

100% autonomy — no lock-ins

Your SMSF, your rules

When an SMSF platform offers ultra-low fees, they have to make their money somewhere else — usually by locking you into their trading app, a low-yielding cash account, or restricting property and other investments. easySMSF doesn't take a percentage of your brokerage and doesn't take a margin on your cash. You choose your broker, your bank, and your investments.

Other "low fee" SMSFs

  • Forced into their in-house trading platform
  • Commissions / margin clipped on every trade
  • Cash held in low-yielding accounts they profit from
  • Property and alternative assets restricted or banned

easySMSF

  • $0 commission on brokerage — use any broker
  • $0 margin on cash — keep your own bank rate
  • Property, LRBAs and alternative assets welcome
  • Compliance-only model: flat monthly fee, no kickbacks

A $0 setup SMSF sounds great — until you realise you're forced into an ecosystem with high trading fees and terrible cash account rates. You started an SMSF to break free from retail fund limitations. Why get locked into a new cage?

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.

Fixed monthly fee

Predictable pricing — no surprise bills, no percentage-based charges on your fund balance.

Independent audit included

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

Year-round, not just June

Continuous oversight of your fund — not a frantic year-end scramble.

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
Preparation & lodgement of SMSF tax return
Coordination with independent third-party auditor
Audit fee included
Actuarial certificate disbursement included (if required)
Pension minimum drawdown calculations (if required)
Pension TBAR lodgement (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.

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.