Pricing

Simple, fixed-fee pricing

No surprises and no percentage-based fees on your fund balance — ever.

easySMSF Setup — Individual Trustees

From $750one-off

  • Trust deed, PDS & fund documentation
  • ABN & TFN registration
  • Bank account setup
  • Share trading account setup
Most popular

easySMSF Setup — Corporate Trustee

From $1,450one-off

  • Everything in Individual Trustees
  • Special Purpose Trustee Company
  • ASIC registration fees included ($611)
  • Director ID guidance for trustees

Ongoing Administration

From $109per month

  • Annual financial statements & member balances
  • SMSF tax return preparation & lodgement
  • Independent third-party audit included
  • Pension drawdown & TBAR support if required

Ongoing Administration (Property)

From $174per month

  • Everything in Ongoing Administration + $65/mo property uplift
  • LRBA loan tracking & bare trust reporting
  • Property income, expense & depreciation handling
  • Specialist SMSF property compliance & audit liaison

Indicative pricing. Final fees confirmed before any work commences. ASIC and government fees may apply where noted.

12 months — and that's all we ask

Control, invest on your terms — no exit fees, no handover charges.

SMSF administration is a year-long cycle — accounts, tax return and an independent audit. So we ask one thing upfront: a 12-month minimum term on ongoing administration. After that you invest on your terms, free to cancel any time with no exit fees, and we'll hand over your records to your next administrator at no charge.

Typical competitors

Hidden lock-ins & exit penalties

  • Up to a full year of admin fees billed as an exit penalty
  • Lock-in clauses buried in long service agreements
  • Records held back until exit fees are paid
  • Fees that grow as your balance grows
Example: a $1,200/year admin fee can mean a $1,200 charge just to leave.
The easySMSF promise

easySMSF

Control, invest on your terms

  • 12-month minimum term — that's all we ask, in writing
  • Invest on your terms after the first year, cancel any time
  • $0 exit fee, ever — no penalty, no remainder-of-year billing
  • Free handover pack to your next administrator
Honest and upfront: one full annual cycle, then you're free. We'd rather earn your business each year than trap you with a leaving fee.
Hidden costs

Why we don't offer "free setup" or "first year free."

Several SMSF providers advertise free establishment or a complimentary first year of administration. The fee doesn't vanish — it's recovered through commissions and referral payments they receive from the products and services your fund is then steered into.

These arrangements are technically disclosed in the fine print of the Product Disclosure Statement, but rarely surface in the marketing. Over a few years, the "free" offer typically costs members several thousand dollars in opaque, ongoing fees.

"Free" providers

Commission-funded model

  • Trail commissions on managed funds & platforms
  • Insurance commissions inside the fund
  • Referral fees from brokers & lenders
  • Margins on in-house investment menus
  • Disclosed only in the PDS fine print

easySMSF

Fixed fee, $0 commissions

  • One transparent monthly fee
  • Zero commissions from product providers
  • Zero referral fees from brokers or lenders
  • You choose your own investments
  • All fees on the website — no PDS surprises

Our commitment: easySMSF receives no commissions, kickbacks or referral payments from any product provider. The fee on this page is the fee you pay — nothing else.

What's included — line by line

Everything is bundled into your fixed fee. No surprise invoices for phone calls, emails or routine work.

ServiceSetupOngoing admin
SMSF trust deed & PDS
ABN & TFN registration
Special Purpose Trustee Company (Corporate setup)
SMSF bank account application
SMSF share trading account application
Director ID guidance for trustees
Annual financial statements
Member balance & contribution tracking
SMSF income tax return preparation & lodgement
Independent third-party SMSF audit
Pension drawdown calculations & TBAR lodgement
Year-round phone & email support
Rollover assistance via SuperStream
Control, invest on your terms — no exit fees

Industry / retail super fund

Percentage-based fees

Typically 0.8%–1.2% per year of your total balance — the more your super grows, the more you pay.

On a $500,000 balance:

~$4,000 – $6,000 / year

easySMSF

Flat fixed fee

From $109/month — completely independent of your fund balance. The bigger your fund grows, the bigger your relative saving.

On a $500,000 balance:

$1,308 / year

Fully transparent

Event-based fees — published upfront

The work below sits outside routine annual administration. Most members never need any of it, but when they do we bill at the fixed prices listed here — no hourly rates, no surprises on the invoice.

ServiceFixed fee
Pension commencement (ABP / TRIS)$220
Pension commutation / lump sum$165
Actuarial certificate (pension phase) — if required$132
Trust deed update$330
Investment strategy update$196
Binding Death Benefit Nomination (BDBN)$165
Add / remove member$275
Change trustee / structure$440
SMSF wind-up$440
Member exit / rollover out$296

All prices include GST. Quoted at the time of instruction so you can approve before any work begins. Government and ASIC fees (e.g. ASIC company fees) are passed through at cost where applicable.

Minimum term, exit & handover

Frequently asked questions

Control — exactly how our 12-month minimum term, no-exit-fee guarantee and free record handover work in practice.

Set up your easySMSF