SMSF setup — Melbourne

SMSF setup in Melbourne: fixed fee, fully paperless, ATO-ready in ~10 days

By Tim Roff, Founder & SMSF Specialist · Updated

From the Melbourne CBD and Inner East to Bayside, the Mornington Peninsula, Geelong and regional Victoria — we set up SMSFs for Victorian trustees on a single fixed fee, with the trust deed, ATO and ASIC registrations, bank account and investment strategy all included.

EOFY Special — 50% off SMSF setup

Offer ends midnight AEST, 1 July 2026. Applies to Individual and Corporate Trustee setup fees.

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What Melbourne trustees pay to establish an SMSF

SMSF establishment is federal, so there is no Victorian stamp duty on the SMSF deed itself. The two cost levers are individual vs corporate trustee, and whether you need bare-trust documentation for an LRBA property purchase.

For most Melbourne trustees, the corporate trustee path is the better long-term value — cleaner asset separation, easier member changes, and significantly lower per-trustee penalty exposure if the ATO ever issues an administrative penalty.

  • Trust deed and product disclosure statement
  • ATO registrations: TFN, ABN, regulated super fund election
  • ASIC corporate trustee registration (optional, $611)
  • Investment strategy compliant with reg 4.09
  • Macquarie / ANZ / CBA / NAB / Westpac bank account assistance
  • Digital trustee declarations — no printing, no in-person meetings
See the full national breakdown on SMSF setup costs, our fixed-fee pricing, or set up in another city: Sydney · Brisbane.

Frequently asked questions

Ready to set up your SMSF?

Fixed monthly fee, audit included, fully paperless.