How easySMSF works
How easySMSF works — from application to first contribution
A guided online setup, less paperwork and a simpler path through the ongoing administration. Here's what happens once you start, and what we handle on your behalf.
- Setup (individual trustees)
- $899
- Setup (corporate trustee)
- $1,699
- Ongoing administration
- $139/mo
Includes the $636 ASIC company registration fee
Audit included
How it works
Tell us about your fund
Ten minutes online: members, trustee structure and where the fund will bank.
We prepare and lodge the paperwork
Trust deed and ESA prepared; TFN/ABN and ASIC company applications lodged on your behalf as your appointed agent. Approval is decided by the agency.
Roll over and invest
Open your bank and investment accounts, including global market access through IBKR if selected, while ongoing administration begins.
What's included
- SMSF Association-reviewed trust deed
- TFN, ABN and regulated-fund election applications prepared and lodged for you (ATO charges no fee)
- Corporate trustee company application lodged with ASIC if you choose one (the $636 ASIC company registration fee is included in the corporate setup price)
- Trustee declarations and member applications
- Investment strategy template (reg 4.09 compliant)
- Fund bank account and Electronic Service Address for SuperStream
- Rollover paperwork for every member
- Independent annual audit coordinated as part of ongoing administration
- Access to 150+ global markets across 33 countries through IBKR
Frequently asked questions
- How long does an SMSF setup take?
- Most funds are established in about one to two weeks. The ATO usually processes TFN/ABN applications in 3–5 business days — timing is decided by the ATO, not by us — and the fund bank account is often opened same-day.
- Do I need to sign anything on paper?
- No. Deeds, trustee declarations and member applications are all signed electronically in your secure portal.
- What happens after the fund is set up?
- Your fixed monthly administration begins: transaction processing, annual financial statements, the SMSF annual return and the independent audit.
General advice warning
Figures shown are illustrative only and based on the inputs and assumptions you provide. They are general information, not personal financial product advice. Consider your objectives, financial situation and needs, and seek personal advice from a licensed financial adviser before acting. easySMSF does not hold an Australian Financial Services Licence (AFSL).