Pricing
Simple, fixed-fee pricing
No surprises and no percentage-based fees on your fund balance — ever.
One-off setup
SMSF establishment
A single fixed fee covers your trust deed, registrations, and bank and broker accounts.
Ongoing administration
Fixed monthly fee — audit included
Annual accounts, tax return and independent audit, all bundled. No percentage charges on your balance.
Indicative pricing. Final fees confirmed before any work commences. ASIC and government fees may apply where noted.
What does $129/month save you?
Industry funds charge a percentage of your balance. A fixed-fee SMSF charges the same whether you have $200k or $2m. Drag the sliders to see your numbers.
Your details
All figures are estimates only.
Typical industry funds: 0.8–1.2% all-in
easySMSF: from $129/month
Control, invest on your terms — no exit fees, no handover charges.
SMSF administration is a year-long cycle — accounts, tax return and an independent audit. So we ask one thing upfront: a 12-month minimum term on ongoing administration. After that you invest on your terms, free to cancel any time with no exit fees, and we'll hand over your records to your next administrator at no charge.
Typical competitors
Hidden lock-ins & exit penalties
- Up to a full year of admin fees billed as an exit penalty
- Lock-in clauses buried in long service agreements
- Records held back until exit fees are paid
- Fees that grow as your balance grows
easySMSF
Control, invest on your terms
- 12-month minimum term — that's all we ask, in writing
- Invest on your terms after the first year, cancel any time
- $0 exit fee, ever — no penalty, no remainder-of-year billing
- Free handover pack to your next administrator
Why we don't offer "free setup" or "first year free."
Several SMSF providers advertise free establishment or a complimentary first year of administration. The fee doesn't vanish — it's recovered through commissions and referral payments they receive from the products and services your fund is then steered into.
These arrangements are technically disclosed in the fine print of the Product Disclosure Statement, but rarely surface in the marketing. Over a few years, the "free" offer typically costs members several thousand dollars in opaque, ongoing fees.
"Free" providers
Commission-funded model
- Trail commissions on managed funds & platforms
- Insurance commissions inside the fund
- Referral fees from brokers & lenders
- Margins on in-house investment menus
- Disclosed only in the PDS fine print
easySMSF
Fixed fee, $0 commissions
- One transparent monthly fee
- Zero commissions from product providers
- Zero referral fees from brokers or lenders
- You choose your own investments
- All fees on the website — no PDS surprises
Our commitment: easySMSF receives no commissions, kickbacks or referral payments from any product provider. The fee on this page is the fee you pay — nothing else.
What's included — line by line
Everything is bundled into your fixed fee. No surprise invoices for phone calls, emails or routine work.
| Service | Setup | Ongoing admin |
|---|---|---|
| SMSF trust deed & PDS | ||
| ABN & TFN registration | ||
| Special Purpose Trustee Company (Corporate setup) | ||
| SMSF bank account application | ||
| SMSF share trading account application | ||
| Director ID guidance for trustees | ||
| Annual financial statements | ||
| Member balance & contribution tracking | ||
| SMSF income tax return preparation & lodgement | ||
| Independent third-party SMSF audit | ||
| Pension drawdown calculations & TBAR lodgement | ||
| Year-round phone & email support | ||
| Rollover assistance via SuperStream | ||
| Control, invest on your terms — no exit fees |
Industry / retail super fund
Percentage-based fees
Typically 0.8%–1.2% per year of your total balance — the more your super grows, the more you pay.
On a $500,000 balance:
~$4,000 – $6,000 / year
easySMSF
Flat fixed fee
$129/month — completely independent of your fund balance. The bigger your fund grows, the bigger your relative saving.
On a $500,000 balance:
$1,548 / year
Event-based fees — published upfront
The work below sits outside routine annual administration. Most members never need any of it, but when they do we bill at the fixed prices listed here — no hourly rates, no surprises on the invoice.
| Service | Fixed fee |
|---|---|
| Pension commencement (ABP / TRIS) | $220 |
| Pension commutation / lump sum | $165 |
| Actuarial certificate (pension phase) — if required | $132 |
| Trust deed update | $330 |
| Investment strategy update | $196 |
| Binding Death Benefit Nomination (BDBN) | $165 |
| Add / remove member | $275 |
| Change trustee / structure | $440 |
| SMSF wind-up | $440 |
| Member exit / rollover out | $296 |
All prices include GST. Quoted at the time of instruction so you can approve before any work begins. Government and ASIC fees (e.g. ASIC company fees) are passed through at cost where applicable.
Frequently asked questions
Control — exactly how our 12-month minimum term, no-exit-fee guarantee and free record handover work in practice.
General advice warning
Figures shown are illustrative only and based on the inputs and assumptions you provide. They are general information, not personal financial product advice. Consider your objectives, financial situation and needs, and seek personal advice from a licensed financial adviser before acting. easySMSF does not hold an Australian Financial Services Licence (AFSL).