Our Fee Includes:

  • Online access to compliance and investment reports
  • Annual Financial Statements
  • Annual Tax Return
  • Independent Audit
  • GST – Our fees are stated inclusive of GST

SMSF Establishment Fee

Fund Establishment $199
Establish a Company to act as a Corporate Trustee $930 (Inclusive of ASIC fee)
Transfer an Existing SMSF $350

Annual Fixed Fees

Xpress Super base level Annual Fee $1,090*
XpressBLK Annual Fee $1,390*
Existing SMSF – Prior or Current year work By quotation
SMSF Audit Included

Annual Fixed Fees – if required

Actuarial Certificates $200
Annual Company Maintenance (Special purpose trustee) $290 (Inclusive of ASIC fee)
*Property Administration $350
*Additional Bank account $200
*Precious Metal $200
*Term Deposits – Outside of AMM $100
*International Investments $100
*Unlisted Managed Funds $100

Adhoc Fees if required

Trust Deed Amendment $400
Lump Sum Withdrawal $200
GST Registered Fund Included
Pension Commencement $550
Pension Consolidation $550
Cancellation within 12 months $499
SMSF Fund Windup $1450

Limited Recourse Borrowing Arrangement

Corporate Bare Trustee Establishment $930 (Inclusive of ASIC fee)
Bare Trust for the Related Party Fin Agreement $1600
Bare Trust for the Commercial Lending Agreement $1200
Annual Company Maintenance (Standard trustee company) $490 (Inclusive of ASIC fee)

Compliance Breaches

Audit Management Letter $200
Audit Contravention and Management Letter $300
Any Other Services By quotation

*Fees only apply to SMSFs operating under the Xpress Super business model. Refer to our terms and conditions for more detail. Additional fees will apply per asset, per year, where funds hold assets outside of our business model. Cancellation fees may apply.

Australian Taxation Office (ATO) Expenses

ATO Supervisory (SIS) Levy

The SMSF is required to pay to the ATO a SIS Levy on lodgement of each SMSF annual return. The levy amount is stated on each tax return. More detail is available on the ATO website.

For the 2020/21 financial year, the SIS Levy is:

For new funds lodging their first SMSF annual return $518
For existing funds lodging an SMSF annual return $259

Income Tax

SMSFs pay tax at a flat rate of 15% on all assessable income.

Assessable income may include:

  • Employer contributions or salary sacrifice amounts;
  • Personal deductible contributions;
  • Bank interest;
  • Dividends and distributions;
  • Rental income;
  • Capital gains; or
  • Other income deemed to be assessable.

Other SMSF Fees and Charges

Please note investment execution, advice and other operational expenses will be incurred by your fund during existence and we recommend you identify these prior to establishing your SMSF. You can access this information by reading the product disclosure statements and terms and conditions of each of your product providers.

Click here to view our Financial Services Guide.

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Why Choose Us?
  • Affordable
  • Daily Online Reporting
  • Easy Compliance Management
  • Liberty to Choose Your Own Shares
  • Invest in Term Deposits
  • Invest in Property
Why Are We So Cheap?
  • Truly Paperless SMSF Solution
  • Fully Integrated System
  • Latest Innovation in SMSF Industry
  • Designed for Hands-on Investors
  • Pre-Selected Platform at your Fingertips