For financial advisers
SMSF administration for financial advisers and planning practices
easySMSF is the back office for adviser-led SMSFs. We prepare the accounts and the annual return, lodge it as the fund's appointed tax agent, and coordinate the independent audit — for a fixed annual fee per fund. We do not give financial product advice and we do not contact your clients about anything outside the administration file, so the advice relationship stays with your practice.
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.
easySMSF is a private Australian firm and is not a government agency, and is not affiliated with or endorsed by the ATO, ABR or ASIC. Our fees are for optional professional services — preparing your fund documentation and lodging applications on your behalf as your appointed agent. They are not a government fee. You can apply for an ABN, TFN and registration as a regulated super fund yourself, free of charge, at ato.gov.au and abr.gov.au, and register a company yourself at ASIC's published fee via asic.gov.au. Government charges are shown separately and passed on at cost. Full disclosure.
How the adviser partnership works
You keep the client relationship and the strategy. We take the platform data feeds, reconcile the fund continuously through the year, prepare the financial statements and member statements, and prepare and lodge the SMSF annual return on the trustees' behalf as their appointed tax agent. The ATO issues its own registrations free of charge and trustees can deal with the ATO directly if they prefer; ASIC's company fees are set by ASIC and passed on at cost.
Data feeds are the difference between a two-week job and a two-hour job. We take feeds from BT Panorama, HUB24, Macquarie Wrap, Netwealth, Praemium, Interactive Brokers, CMC and the major bank and broker feeds, so portfolios reconcile as transactions happen rather than in a scramble after 30 June. You can see the current position of any fund in your book at any time.
Pricing is a fixed annual fee per fund with volume tiers for practices, plus the independent audit coordinated at cost. No percentage-of-balance fees, no success fees, no exit fees. That makes the fee predictable enough to quote in your engagement letter, and it does not creep as your clients' balances grow.
Transitioning an existing book is staged: prior-year financials and trust deeds first, then opening-balance reconciliation, then platform access, in batches of funds so nothing misses a lodgement deadline.
- Fixed annual administration fee per fund — volume tiers for practices
- Data feeds: BT Panorama, HUB24, Macquarie Wrap, Netwealth, Praemium, Interactive Brokers, CMC
- Financial statements, member statements and the SMSF annual return prepared and lodged as appointed tax agent
- Independent audit coordinated with a registered SMSF auditor at cost
- No financial product advice given and no cross-selling to your clients
- Staged bulk transfer for existing client books, batched around lodgement deadlines
- Direct line to an SMSF specialist — not a call centre
Frequently asked questions
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).