SMSF setup and administration, made easy.
Set up or switch your SMSF in minutes. Simple, online, and stress-free — we handle everything for one fixed fee.
Already have an SMSF? Switch to easySMSF →
100%
paperless process
Control
invest on your terms
Specialists
SMSF is all we do
Your SMSF in 3 steps
- 01
Apply online
10-minute secure form — we prepare your fund documents same business day.
- 02
E-sign your pack
We lodge with ATO & ASIC and open your bank and share trading accounts.
- 03
Start investing
Most funds are ready to receive contributions within 7–10 business days.
Fixed fee from $750. Audit included. Fully paperless.
SMSFs in Australia
Over half a million Australians have already taken control of their super.
Self-managed super funds are now one of the largest segments of the Australian retirement system — and they're growing every quarter. If you're still in a default industry or retail fund, you may be missing out on the control, transparency and investment choice that more than a million Australians already enjoy.
599,678
SMSFs
established across Australia
1.1M+
members
managing their own retirement
$748B
in assets
held inside Australian SMSFs
Source: ATO Self-managed super fund quarterly statistical report, latest release.
easySMSF Setup
Establish a brand new Self-Managed Super Fund — trust deed, ABN/TFN, ASIC, bank and share trading accounts, all signed online.
- Corporate or individual trustees
- ASIC fees included
- Director ID guidance
- Fully paperless setup
Everything you need to run your fund
From establishment to annual compliance, we cover the full lifecycle of your SMSF.
Fast SMSF setup
Trust deed, ABN, TFN, ASIC registration and bank account — all handled for you.
Annual accounts & tax
Financial statements, member balances and SMSF tax return prepared and lodged.
Independent audit included
The annual audit of your SMSF is conducted by an independent third-party auditor — and the fee is included in your annual administration fee.
Pension support
Minimum drawdown calculations and TBAR lodgement, where required.
Investment freedom
Choose your own investments — we keep the compliance simple.
Transparent pricing
Flat annual fees with no surprises. No percentage-based charges on your balance.
How SMSF setup works
From enquiry to documents submitted — clear steps, no guesswork.
Here's exactly what happens after you reach out, so you know what to expect at every stage of establishing your fund.
01
Online application
Complete our secure online setup form with member, trustee and contact details. Takes about 10 minutes.
02
Identity & review
We verify identification, prepare your trust deed and SMSF setup pack, and review everything before sending to you.
03
Documents submitted
You e-sign — we lodge with the ATO and ASIC and submit your bank and share trading account applications.
04
Start investing your super
Once your SMSF is registered and your bank and share trading accounts are open, roll over your super and start investing.
How long each stage typically takes
Indicative timeframes from the moment you enquire through to your SMSF being fully ready to invest. Most funds are operational within 7 to 10 business days.
Online application & documents prepared
Online application & documents prepared
Complete our easySMSF setup wizard which will guide you through the information we require to get started. Your documents are also prepared the same business day, ready to e-sign.
Same business dayLodging with ATO & ASIC
Lodging with ATO & ASIC
After signing, we lodge ASIC for your corporate trustee and apply for ABN/TFN with the ATO. ATO timeframes can vary.
1–2 business daysBank & share trading account setup
Bank & share trading account setup
Once the ATO issues your ABN, we submit your SMSF cash and share trading account applications. Funds can be rolled over once accounts are open.
1–2 business days
Trade Australian and US shares — plus ETFs, options and more.
Your SMSF share trading account is set up with Bell Direct, an ASX participant broker. That means your fund can invest in the full ASX market as well as US-listed shares, all from a single SMSF-compliant trading account.
ASX listed shares
Buy and sell shares in any company listed on the Australian Stock Exchange.
US shares
Trade US-listed equities on NYSE and NASDAQ directly from your SMSF account.
ETFs
Diversify across Australian and global market sectors with exchange traded funds.
Options & warrants
Exchange traded options (ETOs) and warrants for more advanced strategies.
Interest rate securities
Listed bonds and hybrids that pay regular income to your fund.
IPOs & mFunds
Participate in initial public offers and access managed funds via the ASX mFund service.
Beyond listed investments, your SMSF can also hold cash and term deposits, direct property, precious metals and other allowable assets — provided they fit your fund's documented investment strategy and meet the sole purpose test. We'll keep the compliance side covered while you choose the investments.
Bell Direct is mentioned as the share trading account provider we typically establish for new SMSFs. We don't receive commissions or referral fees — you're free to use a different broker if you prefer.
Beware of "free" offers
"Free setup" and "first year free" usually aren't free.
When a competitor offers free SMSF establishment or a complimentary first year of administration, the cost doesn't disappear — it gets shifted somewhere you can't see. Most of these providers earn commissions, kickbacks or referral fees from the investment products, insurance and lending they channel you into. The disclosures are buried in the Product Disclosure Statement, not on the landing page.
The easySMSF promise
We charge one transparent fixed fee. We accept $0 in commissions, kickbacks or referral fees from any product provider — so the only thing influencing our advice is what's right for your fund.
100% autonomy — no lock-ins
Your SMSF, your portfolio. Not your administrator's.
When an SMSF platform offers ultra-low fees, they have to make their money somewhere else. Usually, that means forcing you into their ecosystem — locking you into their trading app where they take a cut of high brokerage, parking your capital in low-interest cash accounts, or blocking you from buying residential or commercial property entirely.
You didn't start a Self-Managed Super Fund to be told what you can and can't manage. We are your compliance partners, not your investment managers.
- Forced into their in-house trading app
- Percentage commission on every trade
- Capital parked in low-yielding cash accounts
- Restrictions on direct property or LRBA
- Choose your own broker — we take $0 commission
- Choose your own cash account — we take $0 margin
- Residential, commercial and LRBA property allowed
- Compliance partners — not investment managers
A $0 setup SMSF sounds great — until you realise you're forced into an ecosystem with high trading fees and terrible cash account rates. You started an SMSF to break free from retail fund limitations, so why get locked into a new cage? easySMSF offers open, transparent administration for a fixed monthly fee. Absolute control.
Supported institutions
Your broker, your bank, your assets — all supported.
easySMSF integrates with 150+ Australian and international financial institutions via easySMSF data feeds. Keep the broker and cash account you already trust — there's no lock-in, no proprietary trading app, no skimmed spread.
Stockbrokers & Investment Platforms
Cash Accounts & Term Deposits
Dividend Reinvestment (DRPs)
International Assets & FX
Banks & Cash
- ANZ
- CBA
- NAB
- Westpac
- Macquarie Bank
- Bank of Queensland
- Bendigo Bank
- Suncorp
- ING
- HSBC Australia
- Citibank Australia
- AMP Bank
- Bankwest
- ME Bank
- St. George
- BankSA
- Bank of Melbourne
- Rabobank
- Judo Bank
- UBank
- Macquarie CMA (DEFT)
- DDH Graham
- Australian Money Market (AMM)
- Mutual Limited CMT
- AMP Cash Management
- Praemium SMA Cash
- BT Cash Hub
- Heritage Bank
- P&N Bank
- IMB Bank
- Newcastle Permanent
- Greater Bank
- Beyond Bank
- Teachers Mutual
- Police Bank
- Defence Bank
- Australian Military Bank
- Bank Australia
- Qudos Bank
- Hume Bank
- MyState Bank
- G&C Mutual
- Gateway Bank
- Auswide Bank
- RACQ Bank
- Unity Bank
Stockbrokers — Retail
- CommSec
- nabtrade
- Westpac Online Investing
- ANZ Share Investing
- CMC Markets
- SelfWealth
- OpenMarkets
- Stake
- Superhero
- Pearler
- Sharesies
- Tiger Brokers
- moomoo
- eToro
- Bell Direct
Stockbrokers — Institutional
- Macquarie Securities
- Bell Potter
- Morgans
- Shaw and Partners
- Ord Minnett
- Wilsons Advisory
- Taylor Collison
- Euroz Hartleys
- Patersons Securities
- Burrell Stockbroking
- Canaccord Genuity
- Baillieu
- JBWere
- UBS
- Goldman Sachs
- Citi
International / FX
- Interactive Brokers
- Saxo Markets
- Charles Schwab
- IG Markets
- Phillip Capital
Wrap & Managed Accounts
- Netwealth
- HUB24
- Praemium
- BT Panorama
- Macquarie Wrap
- Asgard
- Colonial First State FirstWrap
- MLC Wrap
- North Wrap
- OneVue
- Mason Stevens
- Powerwrap
- DASH
- Xplore Wealth
- Wealth02
- Centric Wealth
SMSF Lenders (LRBA)
- La Trobe Financial
- Liberty Financial
- Thinktank
- Granite Home Loans
- Mortgage House
- Reduce Home Loans
- Firstmac
- Pepper Money
- Resimac
Insurance & Annuities
- AIA Australia
- TAL
- MLC Life
- Zurich
- Challenger Annuities
List is indicative. Integrations are delivered via easySMSF data feeds and updated regularly. Don't see yours? Ask our team — we'll confirm coverage.
SMSF setup
Setting up your SMSF in 6 simple steps
Our online, paperless setup process gets your fund established and ready to invest — without any printing, posting or chasing wet-ink signatures.
01
Submit SMSF setup form
Complete your online setup application via our secure portal. Have your TFN and ID handy.
02
Electronically sign
Sign your trust deed and SMSF setup documents electronically — legally compliant and accepted by the ATO.
03
ATO registration
We apply for an ABN and TFN for your SMSF and register it to receive contributions and rollovers.
04
SMSF bank & share trading
Once the ATO approves your fund, we submit applications for your SMSF cash account and share trading account.
05
Transfer existing super
We submit your rollover requests electronically via SuperStream and help with any follow-ups from your existing super fund.
06
Invest on your terms
Implement your SMSF investment strategy and enjoy the control and freedom of running your own super fund.