
Premier SMSF Company Melbourne: Delivering High-Quality Services
Superannuation Warehouse specialises in SMSFs
Simple setups to get started with the SMSF Experts
Setting up an SMSF
Superannuation Warehouse is a registered tax agent and will action the setup of the SMSF for you.
Open a Bank Account
After the ABN has been issued by the ATO, the Trustee can open a bank account. Superannuation Warehouse does not limit who you decide to bank with.

Roll Existing Funds
Existing Superannuation balances in a Retail/Industy Fund can now be rolled over into the SMSF Bank Account once the Fund is listed as complying

Investment Selection
You can either choose our $60 monthly plan or $100 monthly plan. The plan will depend on the investments you decide to hold with your SMSF.

Direct Debit Set-Up
Superannuation Warehouse will allow around 6 weeks for your bank account to be setup and funded before starting our payment plan.

SMSF SETUP
Affordable Self-Managed Super Fund Setup Services
If you have decided to set up an SMSF, Superannuation Warehouse can execute the SMSF (Self-Managed Superannuation Fund) setup at a cost of $450 with an- Individual Trustee structure. The standard SMSF setup is for two or more Individual Trustees (maximum 6). If Trustees want to use a Corporate Trustee, we charge $1,400 for the Corporate Trustee structure setup. However most Funds are established using the Individual Trustee structure. For the advantages of using a Corporate Trustee, see the page explaining pros and cons of using a Corporate Trustee.
SMSF AUDIT
Qualified and Approved Auditors for Your Auditing Needs
The Superannuation Warehouse website offers many templates. You can set up your own SMSF and complete your own financial accounts and tax return. However, your SMSF must be audited by an independent auditor – and this is where we can help.
The audit fees that we charge are based on the investments in an SMSF. This includes a discount on a well ordered Fund with complete supporting documents and work papers.
Achieving Financial Goals with Permissible SMSF Investment Strategies
Many people dream of setting up an SMSF and filling it with exotic investments like artwork, classic cars and yachts. There are, however, certain rules as to the types of investments an SMSF can acquire. So, let’s take a look at what are deemed to be allowable SMSF investments.
Your SMSF must formulate an SMSF investment strategy rather than a business (trading) strategy, and any investment decisions must be in accordance with that investment strategy.
Superannuation Warehouse provides a full range of SMSF services from setup to annual compliance administration.
Annual Report
Tax
Supervisory Levy
Tax Rates and Returns
Why Consider a Self Managed Super Fund in Australia?
More Control Over Your Investments
You decide where and how your retirement savings are invested, which allows you to create a tailored investment strategy. The Trustees capacity allows Members in an SMSF to actively manage their funds.
Tax Advantages for Your Retirement Fund
An SMSF offers significant tax benefits compared to personal investment. A compliant SMSF allows for the concessional tax rate of 15% on net income and 0% in the retirement phase (subject to compliance with superannuation laws).
Lower Fees & Transparent Costs
Unlike retail and industry super funds, where fees are normally based on your Member balance, SMSFs can be more cost-effective. We offer fixed-fee Self Managed Super Fund in Australia, ensuring transparent pricing with no hidden charges.
Estate Planning & Wealth Transfer Benefits
It allows greater control over how your superannuation is distributed to your beneficiaries. It will enable you to set up binding death benefit nominations. Remember your super is protected from creditors and does not go through the court probate process like a personal will. So it's less likely to cause family disputes.
Full Compliance Support from Experts
Managing an SMSF requires strict compliance with ATO and ASIC regulations. We are a specialist SMSF Accounting firm and registered Tax Agent. We assist Trustees to keep their SMSFs compliant and therefore be taxed at the lower concessional tax rates. We ensure your Fund is administered correctly and the SMSF reporting requirements are met.
How to Choose the Best Superannuation Company for Your Needs
Transparency
Transparent pricing structures with no hidden fees.
Compliance Expertise
ATO and ASIC regulations require strict compliance. We are compliant with all regulators.
Investment Flexibility
The ability to tailor investments to your SMSF financial goals. We allow investment options in line with ATO rules, consisting of cash, shares, property, bitcoin, metals and bonds.
Leading Superannuation Company for SMSF Services in Australia
Once you understand the benefits of self managed super funds, the next step is choosing a trusted provider to help you set up and manage your SMSF efficiently. We specialise in the Australian Self Managed Super Funds (SMSFs), ensuring our clients get expert guidance, full compliance support, and cost-effective solutions.
We are not a financial advisor and never ask for passwords on your accounts or take control of your SMSF assets. Being in control is a good way to ensure your superannuation balance is as safe as can be.
What Sets Us Apart from Other Superannuation Companies?
Dedicated SMSF Specialists
Unlike general superannuation companies or general accounting practices, we focus exclusively on SMSFs. Although we are qualified to do personal and company tax and compliance, we choose to be SMSF specialists.
ATO & ASIC Compliance Experts
We are a registered Tax Agent as well as an ASIC agent, ensuring your SMSF remains fully compliant.
Affordable, Fixed Pricing
Transparent fees with no hidden costs. All fees quoted are GST inclusive.
SMSF Setup & Management
From Fund establishment to tax returns, we prepare Financial Statements, do electronic SMSF tax lodgements, update ASIC and ATO data and issue annual minutes and pension lodgements. It is a responsible position to act as Trustee or Manager for your own SMSF and we do as much as we can to give Trustees all the tools to make their Funds a success.
Frequently Asked Questions
Does the monthly $60 fee include ALL fees (including annual audit and submission of tax return)?
The $60 fee includes the fees for accounting, tax and audit functions if there are cash investments only. Remember the SMSF will pay other fees like bank fees, the super levy charge and tax on contributions.
What is the difference between the $60 and the $100 service?
We charge a lower accounting and administration fee for a simple fund (with just bank accounts) than we do for a more complex fund that’s investing in property, share derivatives and FX.
I am starting an SMSF and would like to know the benefits of using a Corporate Trustee as opposed to Individual Trustees?
Most Funds we set up are with Individual Trustees and per the ATO statistics, around 80% of all Funds have Individual Trustees. If you want to purchase property using a bank loan, the bank might be insistent on a Corporate Trustee structure. We also discuss pros and cons of using a Corporate Trustee structure on this page. However, its ultimately your choice which Trustee structure to use.
Do you require all original docs? Many of these are now provided by e-commerce or over the web, is that an issue?
You keep all the original documents. We prefer to receive statements as soft copy so that we can load them directly into our accounting system to produce your SMSF’s annual accounts and tax return. This also improves accuracy because we don’t have to re-key your data.
Are the originals retained at your office or returned once the accounts are completed?
We have a paper copy and a soft copy of your accounts at our office. All source documents, e.g. bank statements etc. would be kept by you as a Trustee of the SMSF. We require copies only, and the best option is a soft copy or scanned copy emailed to us.