Our Fees

Top SMSF offers a cost-effective solution for all your super fund management needs.

All fees are inclusive of GST.

Ongoing SMSF Management
$132 / month

Our base fee service includes:
✅ Financial statements for the Fund
✅ Annual Member Statements
✅ SMSF Annual Return for the Fund
✅ Minutes and resolutions of trustees to ensure statutory compliance

Audit Fees
$385 / audit

💡This fee is paid to an independent auditor, not to TOP SMSF

Add-ons

✅ Property + $660
✅ Unlisted managed funds + $165 each
✅ Crypto and other complex investments + $550

Other services

✅ Set up SMSF with corporate trustee + $2,200
✅ Set up SMSF with individual trustees + $1,650
✅ Set up SMSF bare trust with corporate trustee + $2,200
✅ Set up of bank account – Macquarie CMA + $440
✅ Set up pension documents (per pension) + $275
✅ Update SMSF deed or amend deed + $825
✅ Change of SMSF trustee + $825

Winding up your SMSF

✅ Wind up SMSF + $1,320
✅ ASIC deregistration of company + $220
✅ Roll out of SMSF benefits to an external superfund + $385 each

Additional fees which may apply

✅ BAS or GST completion + $220 per report
✅ Actuarial Certificate for SMSFs with pension accounts + $220 pa
✅ ATO Supervisory Levy payable to the ATO currently + $259 pa
✅ Pension Set Up + $385 per set up per account
✅ Rollover into and out of the SMSF + $385 each
✅ Audit Contravention Report (ACR) + $385 where ACR needs to be lodged with the ATO
✅ Audit Management Letter + $385 for SMSF with contravention issues but no ACR lodged
✅ Annual Transfer Balance Account Reporting (TBAR) per member with a maximum of four events for a member in one TBAR + $330
✅ Quarterly TBAR per member with a maximum of four events for a member in one TBAR + $220 per quarter