SMSF Setup
For Australians setting up their first SMSF, including those planning to invest in property
Entity setup usually takes 3–7 business days. Rollover timeframes vary depending on your existing fund, but the full process is often completed within around 35 days.
SMSF Setup
$2,000
+GST
SMSF Deed
SMSF Corporate Trustee
Assistance with applying for Director IDs
Application for the fund to be regulated by the ATO
Preparation of all legal documentation
Assistance with opening a bank account
Provision of electronic service address
Assistance with Rollovers at the time of the fund establishment
Assistance with certification of deeds
SMSF Setup
$2,000 +GST
SMSF Deed
SMSF Corporate Trustee
Assistance with applying for Director IDs
Application for the fund to be regulated by the ATO
Preparation of all legal documentation
Assistance with opening a bank account
Provision of electronic service address
Assistance with Rollovers at the time of the fund establishment
Assistance with certification of deeds
Bare Trust Setup
$1,000
+GST
For SMSFs purchasing property with an LRBA (limited recourse borrowing arrangement).
Bare trust deed
Corporate trustee set up
Trustee consents and establishment documents
Deed Signing guidance
Coordination with your broker and conveyancer
Bare Trust Setup
$1,000 +GST
For SMSFs purchasing property with an LRBA (limited recourse borrowing arrangement).
Bare trust deed
Corporate trustee set up
Trustee consents and establishment documents
Deed Signing guidance
Coordination with your broker and conveyancer
SMSF Ongoing Compliance
SMSF will need to prepare annual lodgements to the ATO, ASIC and the external auditor.
Our SMSF management fee is based on the complexity of the fund and the investments therein:
Basic
Price from
$150
/mo
Cash, Stocks, ETFs
Preparation of annual Balance Sheet
Preparation of annual Profit & Loss Statement
Preparation of annual Member Statements
Preparation of annual Trustee Resolutions & Minutes
ASIC management & compliance for trustees
Guidance on preparation and review of the investment strategy
Monthly Bookkeeping and Reconciliation
Binding death nomination assistance
Provision of electronic service address
Investment Strategy Assistance
Coordinating the annual Audit
Basic
$150 /mo
Cash, Stocks, ETFs
Preparation of annual Balance Sheet
Preparation of annual Profit & Loss Statement
Preparation of annual Member Statements
Preparation of annual Trustee Resolutions & Minutes
ASIC management & compliance for trustees
Guidance on preparation and review of the investment strategy
Monthly Bookkeeping and Reconciliation
Binding death nomination assistance
Provision of electronic service address
Investment Strategy Assistance
Coordinating the annual Audit
MOST POPULAR
Standard
Price from
$200
/mo
Up to 2 investment properties
Preparation of annual Balance Sheet
Preparation of annual Profit & Loss Statement
Preparation of annual Member Statements
Preparation of annual Trustee Resolutions & Minutes
ASIC management & compliance for trustees
Guidance on preparation and review of the investment strategy
Monthly Bookkeeping and Reconciliation
Binding death nomination assistance
Provision of electronic service address
Investment Strategy Assistance
Coordinating the annual Audit
Complex
Talk to us
Enqiure
3 or more investment properties
Preparation of annual Balance Sheet
Preparation of annual Profit & Loss Statement
Preparation of annual Member Statements
Preparation of annual Trustee Resolutions & Minutes
ASIC management & compliance for trustees
Guidance on preparation and review of the investment strategy
Monthly Bookkeeping and Reconciliation
Binding death nomination assistance
Provision of electronic service address
Investment Strategy Assistance
Coordinating the annual Audit
Most Popular
Standard
$200 /mo
Up to 2 investment properties
Preparation of annual Balance Sheet
Preparation of annual Profit & Loss Statement
Preparation of annual Member Statements
Preparation of annual Trustee Resolutions & Minutes
ASIC management & compliance for trustees
Guidance on preparation and review of the investment strategy
Monthly Bookkeeping and Reconciliation
Binding death nomination assistance
Provision of electronic service address
Investment Strategy Assistance
Coordinating the annual Audit
Complex
Talk to us
3 or more investment properties
Preparation of annual Balance Sheet
Preparation of annual Profit & Loss Statement
Preparation of annual Member Statements
Preparation of annual Trustee Resolutions & Minutes
ASIC management & compliance for trustees
Guidance on preparation and review of the investment strategy
Monthly Bookkeeping and Reconciliation
Binding death nomination assistance
Provision of electronic service address
Investment Strategy Assistance
Coordinating the annual Audit
All prices are exclusive of GST. All costs to be paid out of SMSF funds
Registered Tax Agent | SMSF Specialists
Real Accounting is a Registered Tax Agent. We do not hold an Australian Financial Services Licence (AFSL) or Australian Credit Licence (ACL), and do not provide financial or credit advice. Before establishing an SMSF or entering into any borrowing arrangement, consider seeking advice from a licensed financial adviser or credit professional where appropriate.
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