SMSF administration that fits your advice practice.
Run your clients' self-managed super funds with a specialist administrator that integrates with the platforms you already use — BT Panorama, Hub24, Macquarie Wrap and more. Fixed monthly fees, independent audit included, fully paperless.
Fixed
monthly fee
Platform
integration
Audit
included
Adviser partnership
You keep the advice relationship. We handle the SMSF compliance, accounting, tax return and audit — in the background, behind your brand if you prefer.
From $139/month per fund
Independent annual audit included. No percentage-of-balance charges.
Platform integration
Works with the platforms you already use
We administer your clients' SMSFs alongside the major Australian financial planning platforms. Portfolio and custody data reconciles against each fund's annual accounts, so member balances and reporting never drift between your advice software and the fund.
BT Panorama
Australia's largest investment and super platform. We reconcile holdings, transactions and member balances against Panorama reports so your advice software stays accurate.
Hub24
Seamless data flow between Hub24 portfolio records and the SMSF's annual accounts — member balances and performance stay in sync across both systems.
Macquarie Wrap
Macquarie's wrap custody and reporting integrates with our administration, giving you a single source of truth for investment reporting and tax outcomes.
Netwealth
Trade and custody data from Netwealth feeds directly into the fund's annual accounts — no manual re-entry, no reconciliation gaps.
Powerwrap
Powerwrap platform positions and transactions reconcile against the fund's ledger each period, keeping advice reporting consistent.
Praemium
Praemium's portfolio and reporting data aligns with our SMSF administration, so adviser and trustee views never diverge.
Don't see your platform? We work with most Australian wraps and custodians —ask us about yours.
Transparent ongoing admin fees
One flat monthly fee per fund. The annual independent audit is included — there is no separate audit invoice and no percentage-of-balance charge. Pricing your clients' SMSF administration is predictable and easy to quote.
Standard SMSF
$139 /month
Ongoing Administration
- Annual SMSF financial statements
- Member account balance calculations
- SMSF tax return preparation & lodgement
- Independent third-party audit (fee included)
- Actuarial certificate disbursement (if required)
- Pension minimum & TBAR calculations (if required)
Property / LRBA fund
$194 /month
Ongoing Administration (Property / LRBA)
- Everything in standard administration
- Bare trust & LRBA reporting
- Property-related transaction recording
- Related-party loan compliance tracking
- LRBA-specific audit coordination
Switching an existing client fund to us is free — there is no onboarding or transfer fee. The monthly admin fee simply starts from the day we take over.
Why advisers partner with easySMSF
We exist to do one thing well — SMSF administration — so your practice can focus on advice, strategy and client outcomes.
Platform integration
We work alongside your chosen wrap and platform — BT Panorama, Hub24, Macquarie Wrap, Netwealth, Powerwrap and Praemium — so client data stays consistent.
Fixed monthly fees
Predictable, transparent pricing per fund. No percentage-of-balance charges, no surprise year-end invoices, no hidden disbursements.
Independent audit included
An independent ASIC-registered SMSF auditor reviews each fund annually — coordinated and fee-included in the monthly admin.
Year-round service
Continuous oversight through the year — not a frantic June scramble. We respond to you and your clients promptly.
Fully paperless
Sign, submit and share everything online. Your clients never need to print, scan or post a document.
Built for practices
Dedicated adviser contact, batch onboarding for multiple funds, and reporting that fits an advice practice workflow.
How the partnership works
A simple, repeatable process that fits an advice practice — whether you refer one fund or a whole book of SMSF clients.
01
Refer the client
Send us the fund details via a secure referral. You stay the primary advice relationship; we are the specialist administrator.
02
We onboard & reconcile
We collect prior-year records, reconcile against your platform (BT Panorama, Hub24, Macquarie Wrap, etc.) and take over the compliance work.
03
We run the fund year-round
Annual accounts, tax return and independent audit — handled and delivered, with reporting that fits your advice workflow.
Common questions from advisers
The answers advisers ask before referring SMSF clients to us.
Let's talk about your SMSF book
Tell us about your firm and how many SMSF clients you manage. Our partnership team will reply within one business day with pricing, platform integration options and onboarding details.