Ready to take
control of your super?
If you have made the decision to set up a self-managed superfund, SMSF Partners have made the process easy.
We will be here for you every step of the way.
SMSF Partners offers everything you could ever need to take control of your super and retirement. Whether you’re just setting up a new SMSF, or transferring on existing SMSF, SMSF Partners has an affordable option for you.
Setup a new SMSF with an Individual Trustee structure
$550
- SMSF Establishment documents
- Investment Strategy
- ABN & TFN Registration with the ATO
- Access to SMSF Partner’s set-up support team
- Registering the Corporate Trustee company with ASIC
- ASIC Certificate of Registration
- Company constitution
- All relevant minutes, consents and applications
- Guidance on how to apply for your Director ID
Setup a new SMSF with a Corporate Trustee structure
$1,540
- SMSF Establishment documents
- Investment Strategy
- ABN & TFN Registration with the ATO
- Access to SMSF Partner’s set-up support team
- Registering the Corporate Trustee company with ASIC
- ASIC Certificate of Registration
- Company constitution
- All relevant minutes, consents and applications
- Guidance on how to apply for your Director ID
Unsure of which Trustee structure to choose for your SMSF? Learn more here
Other fees that may be incurred
SMSF Investing
Fees can vary depending on the investments you choose, eg:
- Trading fees when purchasing/selling shares
- Conveyancing fees when purchasing property
Government Fees
For all SMSFs:
- $259 annual Supervisory Levy charged by the ATO (payable when the annual return is lodged)
- Additional $259 annual Supervisory Levy for first year funds (payable only on the first return)
Plus, for SMSFs that have a corporate trustee:
- $59 annual ASIC fee
- $290 annual ASIC fee for a Bare Trustee company (if the SMSF has purchased a property and has a LRBA loan)
Set up an SMSF
SMSF Partners can assist you with the establishment of your new self-managed super fund quick, easy and hassle-free.The setup process will involve:
STEP 1
Complete the online application form
STEP 2
SMSF Partners will establish your SMSF & send the documents to you for signing
STEP 3
We will apply for an ABN & TFN for your SMSF
STEP 4
Open up the SMSF bank account
STEP 5
Begin rolling over existing super funds and nominate your SMSF bank account to receive your employer contributions
STEP 6
You can now begin investing!