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Quality SMSF Accounting
at a Price You Can Trust

Transparent pricing built around your fund's needs. No hidden fees, no unexpected costs, and no compromises on quality.

SMSF Establishment Annual Accounting Package
SMSF specialist discussing pricing options
Our Approach

Transparent by Design

We believe quality SMSF accounting should be accessible, not a premium reserved for the few. Our pricing is transparent from the outset so you know exactly what you are paying for before you engage.

The focused nature of our practice means we do not carry large overhead costs or layers of middle management. Those savings are passed directly to your fund in the form of straightforward, fixed annual pricing.

All services are handled personally and in-house by a dedicated SMSF specialist, ensuring consistency of service and quality at every stage.

01

SMSF Establishment Services

A self-managed super fund (SMSF) is a trust in its legal structure and is required to have trustees. Trustees manage the fund, make investment decisions, and are personally responsible for compliance with the law. SMSFs are regulated by the ATO and must be maintained solely to provide retirement benefits to members, a requirement known as the 'Sole Purpose Test'.

An SMSF can have individuals as trustees, or a company as the trustee with individuals becoming directors of the company (see diagram). All individual trustees / directors must be members of the SMSF (except for 'single-member' funds) and must not be a disqualified person, otherwise they are unable to be a part of the SMSF.

SMSF Structure Options

Individual Trustees

SMSF
Trustee (Individual) 2 to 6 people
OR

Corporate Trustee

SMSF
Trustee (Company) A company (Pty Ltd) registered with ASIC
Company Directors 1 to 6 people
Individual Trustees Corporate Trustee
Trustee type Individuals Company
Minimum no. of persons required 2 persons 1 person
Suitable for a single-member fund (one person only) ✗ ✓
Directors required to have Director ID prior to setting up SMSF 1 ✗ ✓
Annual company ASIC review fee 2 ✗ ✓
Asset ownership requires updating if a person leaves or joins SMSF ✓ ✗

1 A Director Identification Number (DIN) can be applied for via the ABRS website.

2 Generally tax-deductible to the fund. For 2026, the annual fee is $67 for 'special purpose companies.'

Establishment Pricing

From trust deed to ATO registration, we manage your SMSF establishment documents and applications on your written instructions. These are non-advice services. Please refer to our General Informational Disclaimer.

SMSF Set Up with
Individual Trustees

$1,400 + GST
  • SMSF Trust Deed
  • ABN, TFN & ATO Fund Registration
  • Electronic Signing
  • Dedicated specialist support
  • Trustee Declarations
  • SuperStream Rollover Assistance
  • Investment Strategy Template
  • Learn more →
Enquire
Most Popular

SMSF Set Up with a
Corporate Trustee

$2,000 + GST
  • SMSF Trust Deed
  • ABN, TFN & ATO Fund Registration
  • Company Registration with ASIC
  • Corporate Trustee Constitution
  • Electronic Signing
  • Dedicated specialist support
  • Trustee Declarations
  • SuperStream Rollover Assistance
  • Investment Strategy Template
  • Learn more →
Enquire
02

Annual Accounting Package

From $1,190 + GST per year, per fund

We take care of your SMSF accounting and compliance obligations every year, end to end. Our annual package covers annual administration and compliance review services.

Included in every package
  • Financial Statements & Tax Return
  • Dedicated Specialist Support
  • Lodgement of Tax Return with ATO
  • Annual Compliance Review
  • Access to BGL Client Portal
  • Liaison with SMSF Auditor
Get a quote Learn more
Henri Sackley in annual SMSF meeting with clients
03

Additional Services

The following services are charged in addition to your annual package where applicable.

LRBA Set Up
View service →
$2,000 + GST
ASIC Registered Agent Services
View service →
$150 + GST
Activity Statement Preparation
View service →
$120 + GST
Centrelink Assistance
View service →
$100 + GST
Actuarial Certificate
Obtained through a third-party provider, passed on at cost
$120 + GST
SMSF Wind Up
In addition to annual package fee
$500 + GST

All prices are effective from 1 July 2026 and are exclusive of GST.

Frequently Asked Questions

Common questions about our pricing, packages, and what is included.

All prices listed on this page are exclusive of GST. A GST component of 10% applies to all invoices issued. As an example, an annual package priced at $1,190 + GST would result in a total invoiced amount of $1,309.
Invoicing follows the completion of the relevant service, subject to the terms and conditions set out in your engagement letter. If you have any questions about timing or payment, feel free to reach out.
The SMSF audit is not included in the annual package and is charged separately by an independent SMSF auditor. We work with a number of trusted audit providers and are happy to assist you obtain an audit quote if needed. Depending on the auditor and the arrangement in place, the audit cost may be invoiced directly to your SMSF or paid by us on behalf of the fund and subsequently disbursed. Your engagement letter will set out the applicable arrangement.
Pricing is tailored to your fund's circumstances, including the types and number of investments your fund holds. We discuss your fund's needs during a free consultation and provide a fixed annual fee before you commit to anything. If your fund's circumstances change materially during the year, we will discuss any pricing implications with you before making any changes.
Dedicated Specialist Support covers general queries relating to your SMSF, including questions about compliance obligations, ATO requirements, and the administration of your fund. It does not include financial product advice, legal advice, or tax advice beyond the scope of our engagement.
The annual package fee covers the administration of your fund regardless of whether it is in accumulation or pension phase. Where an actuarial certificate is required (for example, where a fund has both accumulation and pension members), this is an additional cost as noted in the Additional Services section above.
Every SMSF must have a trustee: either individual trustees (the members act as trustees directly) or a corporate trustee (a company acts as trustee, with members as the company's directors). The key differences relate to membership requirements, asset title obligations, and ongoing costs. See the comparison table in the Establishment section above for a side-by-side summary. If you would like to discuss further, we are happy to chat during a free consultation.
Annual SMSF accounting and administration costs are generally tax deductible to the fund, as they are incurred in managing the fund's tax affairs and earning assessable income. SMSF establishment costs, however, are capital in nature and cannot be claimed as a deduction by the fund. For more detail, refer to the ATO's guidance on SMSF deductible expenses . If you have questions about the deductibility of specific SMSF expenses, feel free to get in touch.
Establishment costs can be paid personally by the trustee or directly from the fund. If you pay personally, the fund is allowed to reimburse you under Regulation 5.02 of the SIS Regulations 1994. The ATO recommends seeking reimbursement as soon as the fund has available cash. Note that establishment costs are capital expenses and cannot be claimed as a deduction by the fund. For further detail, refer to the ATO's guidance on choosing your SMSF trustee structure .
Yes. While we are based on the Gold Coast, we work with SMSF trustees right across Australia. Whether in person locally or remotely, you can expect the same quality of service wherever you are based.
Turnaround time depends on the complexity of your fund and how promptly the required information and documents are provided. Once we have everything we need, we work through the accounts as efficiently as possible and keep you informed throughout the process.
Yes. Switching SMSF accountants is straightforward. We manage the process of obtaining your fund's prior year financial statements and records from your previous accountant, so the transition is as seamless as possible for you. Contact us to discuss getting started.
Getting started is simple. Book a free consultation with Henri to discuss your fund's needs and circumstances. We will explain our process, answer any questions you have, and provide a fixed quote before you commit to anything. There is no obligation to proceed.

Start With a Free Conversation

Whether you are considering setting up an SMSF, need accounting support for an existing fund, or just want to understand your options, book a free consultation with Henri. We will walk you through what is involved and answer any questions you have. No commitment required.

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