easySMSF Setup
SMSF setup —
made genuinely easier
One guided online process for your fund documents, trustee records and account opening — followed by specialist administration that helps reduce the ongoing compliance workload.
Step 01
Answer a short questionnaire
Tell us about your fund and members online — about 15 minutes.
Step 02
We prepare your documents
Trust deed, fund records and trustee documents are prepared and checked for your review.
Step 03
Open your accounts
Complete the bank and investment account steps, then begin ongoing administration.
SMSF setup options
Choose the trustee structure that suits you. Both options follow the same guided online process and include support opening your bank and investment accounts.
New FY kickoff — 50% off SMSF setup (limited time)
Limited-time new financial year offer — 50% off Individual and Corporate Trustee setup fees. Ends midnight AEST, 30 September 2026.
Special Purpose Corporate Trustee
- Establishment of Self-Managed Superannuation Fund e.g. 'ABC Superannuation Fund'
- Preparation of Trust Deed, PDS and other associated fund documentation
- Special Purpose Trustee Company documents prepared e.g. 'ABC Trustee Pty Ltd'
- Special-purpose trustee company documents prepared
- The $636 ASIC company registration fee is included in the fixed price
- Fund and trustee records prepared and checked
- Setup of an SMSF bank account
- Setup of an SMSF share trading account
Individual Trustees
- Establishment of Self-Managed Superannuation Fund e.g. 'ABC Superannuation Fund'
- Preparation of Trust Deed, PDS and other associated fund documentation
- Fund and trustee records prepared and checked
- Setup of an SMSF bank account
- Setup of an SMSF share trading account
Indicative pricing. Final fees and any third-party costs are confirmed before work starts.
SMSF setup FAQ
The most common questions Australians ask before setting up a self-managed super fund.
Related
Before you apply, take a look at these
Pricing
Fixed setup + monthly admin fees, no balance-based charges.
Read: PricingFee calculator
See how an SMSF fee compares to your current fund.
Read: Fee calculatorHow SMSF setup works
The full process from application to first investment.
Read: How SMSF setup worksWho an SMSF suits
Guides for business owners, couples, doctors, expats and more.
Read: Who an SMSF suitsSetup FAQ
Trustee structure, costs, timing and administration answers.
Read: Setup FAQAlready have an SMSF?
Switch your existing fund to easySMSF — paperless handover.
Read: Already have an SMSF?