Self - Managed Superannuation Fund (SMSF) Set Up


How much does the self-managed superannuation fund set up package cost?

Individual trustee(s) -

Our fee is $550 (GST inclusive) along with tax advice in regards to the fund set up.

Additional charge apply if you wish to set up a bare trust for borrowing purpose.

Corporate trustee -

In addition to the fee quoted above, we will charge you company set up fee of $774.00 (GST inclusive) which includes $444 (no GST to be charged) mandatory ASIC lodgement fee that we will pay to ASIC on your behalf.

Please note that all the documents are in electronic format. If you require hard copy, we will arrange printing, binding and mail post them to you for an extra $55.00 per document package.


What documents are included in the package?

How it works?

  1. We request the necessary information from you.
  2. If you/we are satisfied with all the information provided, you will need to make the full payment to us via Paypal, credit card or direct deposit.
  3. We submit the application form once we receive the payment.
  4. You will receive the legal documents in electronic format within 3 working days. TFN and ABN are to be received within the next few days if not generated from the ATO system immediately.
  5. You print and ask the appropriate people, including trustee(s), members to sign on the trust deed, declarations of consent and other documents. These documents are for you to keep with other records of your fund. As every fund is required to be audited, and the trust deed is a must-reviewed item in the audit list, we will also request the signed copy to be sent to our office.

What information do I need to supply to set up a self-managed superannuation fund and apply for ABN and TFN with ATO?

You will have to provide the following details: