Contact us now on 1300 664 118
Home2022-02-10T06:25:12+00:00

What we do

We offer two distinct SMSF options. The first is perfectly suited to people who want to set up a self managed super fund with expert guidance. The second option is for investors who want both financial planning advice and a complete administration and taxation service.

Setting up a New SMSF or Takeover Existing

Get Started

Investment Advice

Setting up a New Fund

If you are ready to proceed with the setup of your fund, please either complete our online application or download our interactive application form.

Download PDF

Basic Fees

FEE TYPE FEE (ex GST)
One-off set-up fee.

Fund establishment trust deed, registration with ATO including ABN and TFN application

$495
One-off fee for corporate trustee establishment (if applicable) includes ASIC company registration fee. $880
Ongoing admin
Annual audit fee
$150 month*
$550

*This fee is for a no advice administration only service. Additional fees may apply for complex funds and this is charged on a time basis.

SMSF establishment and adminstration fees include:

  • SMSF establishment documents including Trust Deed
  • ATO registration with TFN and ABN application
  • Desktop Broker and Macquarie Cash Management Account establishment
  • Preparation of financial statements, tax preparation and lodgement
  • Independent audit

Click the button below to download a full schedule of fees.

Fee Schedule

Setting up a New SMSF or Takeover Existing

Get Started

Investment Advice

Setting up a New Fund

If you are ready to proceed with the setup of your fund, please either complete our online application or download our interactive application form.

Download PDF

Basic Fees

FEE TYPE FEE (ex GST)
One-off set-up fee.

Fund establishment trust deed, registration with ATO including ABN and TFN application

$495
One-off fee for corporate trustee establishment (if applicable) includes ASIC company registration fee. $880
Ongoing admin
Annual audit fee
$150 month*
$550

*This fee is for a no advice administration only service. Additional fees may apply for complex funds and this is charged on a time basis.

SMSF establishment and adminstration fees include:

  • SMSF establishment documents including Trust Deed
  • ATO registration with TFN and ABN application
  • Desktop Broker, Saxo and Macquarie Cash Management Account establishment
  • Preparation of financial statements, tax preparation and lodgement
  • Independent audit
What is included in our SMSF service?

Our systems have been specifically built to accommodate the numerous and diverse challenges involved with the SMSF administration and portfolio management process.

What is included in our SMSF service?

  • Online portfolio access for all of your clients
  • Online document storage for all your SMSF client documents
  • Preparation of Annual Financial Statements and Reports
  • Preparation and lodgement of Annual SMSF Tax Return
  • Arrangement of the fund’s Audit
  • Setup and ongoing management of existing pensions
  • Preparation and lodgement of BAS and IAS statements (where applicable)
  • Technical and strategic advice

To learn more about our SMSF solution please contact us on telephone number 1800 875 017 or email us at info@www.selfmanagedsuper.com.au

Get started with a free, no obligation strategy session.

Spend two hours with one of Australia’s most experienced and trusted financial planners and walk away with a clear idea of what your ideal life looks like and what we can do to help you achieve it.

Choose a time that suits you.

BOOK AN APPOINTMENT

Invest like the Ultra-wealthy with
Financial Choice Robo advice

About Us

Selfmanagedsuper.com.au is one of Australia’s leading independently owned self-managed superannuation administration and financial advisory firms.

In addition to providing a personalised self-managed super administration service, our online portfolio management system provides the tools that self-managed super trustees require to effectively manage.

Through our relationship with our Dealer Group, Best Interest Advice Pty Ltd (AFSL 292925), we also offer a comprehensive financial advice service to all of our self-managed super clients and since 2006 we have helped thousands of Australians with their wealth management, insurance and estate planning advice.

In 2013 Selfmanagedsuper.com.au featured in the Australian Financial Review’s Smart Investor Magazine as one of Australia’s top 10 self-managed super fund Administrators in both the Premium and Discount.

Best Interest advice is an AFSL holder registered with ASIC to deal in securities and provide both general and personal advice.

Our business has changed its name from Self-managed Super Institute Pty Ltd which began in 2003 and is known as Best Interest Advice to better cater for the advice needs of investors in the provision of personal advice and administration services for Self-Managed Super Trustees.

In 2013 we launched the specialist services of Selfmanagedsuper.com.au which now looks after the administration and compliance services for the trustee clients of Best Interest Advice.

To learn more about our service offerings please contact us now on telephone number 1800 875 017.

About Us

Selfmanagedsuper.com.au is one of Australia’s leading independently owned self-managed superannuation administration and financial advisory firms.

In addition to providing a personalised self-managed super administration service, our online portfolio management system provides the tools that self-managed super trustees require to effectively manage.

Through our relationship with our Dealer Group, Best Interest Advice Pty Ltd (AFSL 292925), we also offer a comprehensive financial advice service to all of our self-managed super clients and since 2006 we have helped thousands of Australians with their wealth management, insurance and estate planning advice.

In 2013 Selfmanagedsuper.com.au featured in the Australian Financial Review’s Smart Investor Magazine as one of Australia’s top 10 self-managed super fund Administrators in both the Premium and Discount.

Best Interest advice is an AFSL holder registered with ASIC to deal in securities and provide both general and personal advice.

Our business has changed its name from Self-managed Super Institute Pty Ltd which began in 2003 and is known as Best Interest Advice to better cater for the advice needs of investors and also be able to licence other Financial Planners and Accountants in the provision of personal advice and administration services for Self-Managed Super Trustees.

In 2013 we launched the specialist services of Selfmanagedsuper.com.au which now looks after the administration and compliance services for the trustee clients of Best Interest Advice.

To learn more about our service offerings please contact us now on telephone number 1300 664 118.