Our Fee Schedule at SMSF Warehouse
The fees and charges at Superannuation Warehouse are simple and low. Efficiency is our watchword. Our fees are a flat rate, irrespective of your SMSF balance or the number of transactions.
Our fee schedule:
| SMSF set-up with Individual Trustees | $450 | |
| SMSF set-up with a Corporate Trustee | $1,400 | |
| Monthly charge, Basic (Cash investment option) | $60 | per month |
| Monthly charge, Advanced (any provider and investment option) | $100 | per month |
| Monthly charge, Simple Fund 360 Online Access | $30 | per month |
| PAYG Instalment, BAS, GST lodgement | $200 | per statement |
| Corporate Trustee set-up | $950 | one-off fee |
| Custodian Trustee set-up | $950 | one-off fee |
| Existing SMSF take-on | $475 | one-off fee |
| Trust Deed update | $350 | one-off fee |
| Bare Trust set-up (borrowing for investment property) | $950 | one-off fee |
| Additional Bare Trust set-up | $950 | one-off fee |
| Audit only (you handle your own accounting & tax) | $450 | or less, see audit quote page |
| Annual Fee for a Bare Trust and Corporate Trustee | NIL | |
| ASIC Fee for a Corporate Trustee | $67 | annually from 1 July 2025 |
| Super Levy Surcharge payable to the ATO | $259 | per year |
| Actuarial Certificate | $280 | if applicable (pension in place) |
| Close down an SMSF | $250 | one-off fee |
| Deregister a Company | $150 | |
| ATO Specific advice | $280 | |
| Consulting fees | $280 | per hour (phone/email/blog support free) |
| Prepare Pension Minute & lodge TBAR report | $350 | per report |
| Update Trustee/Member details | $350 | includes Trust Deed update |
| Rollover Statement preparation | $200 | |
| Crypto Investments | $350 | in addition to monthly/annual fee |
| Title search per property | $120 | in addition to monthly/annual fee |
| Valuation Report per property | $120 | in addition to monthly/annual fee |
| Scanning fees | $150 | |
| Complex Funds (limited supporting documents) | $150 | |
| Amended Tax Returns | $350 | |
| Adjustment/questions due to incomplete supporting documents | $150 |
*Scanning: We require soft copies of all the supporting documents to make the accounting process efficient. However, in a circumstance where hard copies are provided, we will need to scan those in for accounting and audit purposes. We do not keep any hard copies in our premises.
Note on Fees
Fees are generally fixed, but if there’s incomplete information from Trustees and significant re-work on accounting matters by us, we will have to pass on this cost to the Trustee at the rate of $150/hr.
Fees are payable monthly in arrears. All fees include GST. There are no exit or penalty fees if you decide that you no longer want Superannuation Warehouse to take care of your SMSF.
Administration fees cover the annual preparation of accounts, tax return and audit (we appoint and pay the auditor). This is all you need to run your SMSF. The only possible additional expenses are items such as bank fees and brokerage charges.
If your SMSF is set up on the 12th of the month, we will set up a debit order to be deducted from the SMSF’s bank account on the 12th of every month. And don’t worry, we perfectly understand and take into account the fact that it can take some time to get a bank account set up and funds rolled over from your existing Superannuation Fund to the SMSF.
What do we expect from you?
- When contributing to your SMSF, make sure you keep track of how much each member contributes.
- Supply us with all your accounting information at the end of the financial year.
- The best way to send files to us is via email.
- We prefer soft copy files because it minimises the need to re-key the data where there are high volumes. When there are only a few transactions a year, working with paper copies makes little difference. However, when there are copious pages of transactions, soft copy formats allow us to work much more efficiently.
Costs in an SMSF
Retail super funds usually charge their fees and costs before allocating earnings to members. When comparing returns of an SMSF, remember to compare the total earnings and total costs when benchmarking against a retail fund. See the following newspaper article on this subject.
SMSF Fees in comparison to a Retail Super Fund:
Refund Policy
If for any reason you are not completely satisfied with our services and you want to request for a refund, please email us at admin@superannuationwarehouse.com.au. As soon as we receive your email, one of our staff will contact you and assist you with the process.