SMSF Establishment
FREE*
ESUPERFUND attends to the SMSF establishment requirements described in its New SMSF Setup information. Company and third-party costs can still apply.
For a new SMSF, the current public fee structure separates establishment, the first financial year, the current second-financial-year discount and the standard ongoing administration fee.
ESUPERFUND attends to the SMSF establishment requirements described in its New SMSF Setup information. Company and third-party costs can still apply.
For eligible new clients who proceed with setup and activation. The first financial year runs from establishment to the next 30 June.
The discount applies to the ESUPERFUND Annual Administration Fee for the second financial year only, subject to the approved promotion eligibility and end date.
Current standard annual administration fee per fund, per financial year. The fee is reviewed annually and applies subject to any eligible promotional discount.
Available until at least 15 November 2026
FREE SMSF Setup refers to the ESUPERFUND establishment work provided for eligible new clients.
The annual service is grouped into the two categories used in the current ESUPERFUND Fee Schedule.
Supported pension commencement, including multiple pensions where applicable, is provided at No Additional Cost under the current pension-fee information.
Annual pension-payment recalculations and supported annual pension administration are provided at No Additional Cost.
ESUPERFUND states that a Death Benefit Agreement can be implemented at No Additional Cost.
The Fee Schedule separates additional costs into Other ESUPERFUND Services and Non ESUPERFUND Fees. The annual administration fee is not the total cost of running an SMSF.
Additional ESUPERFUND charges can apply when specific events or services are requested.
External, statutory and investment-related costs can include:
Investment-related costs can also include brokerage, banking/product fees, insurance, property, lending and other third-party expenses depending on the investments and services selected.
For new SMSF setups, the Annual Administration Fee is payable on 15 January each year after the first financial year.
The period runs from the SMSF's establishment date to the next 30 June. For eligible new clients, this Annual Administration Fee is FREE if setup and activation proceed.
The standard Annual Administration Fee applies for subsequent financial years and is reviewed annually.
The annual administration fee is paid from the SMSF Transaction Account and may be deducted automatically under the authority provided during establishment.
ESUPERFUND currently charges no ESUPERFUND fee for the SMSF Establishment service. Separate costs may still apply, including the ATO Annual Supervisory Levy, Company Trustee Setup Fee where applicable, ASIC company charges and Investment Fees.
The First Financial Year ESUPERFUND Annual Administration Fee is FREE for eligible new clients who proceed with setup and activation of the SMSF account. A financial year ends on 30 June, so the first financial year is not necessarily 12 months.
The current $1,599 including GST fee covers ESUPERFUND's Annual Tax Return and Compliance Services and Ongoing Administration, Technology and Support Services, including Annual Financial Statements, Member Statements, Trustee Resolutions and Minutes, Annual Income Tax Return preparation and lodgement, independent annual audit coordination, Client Portal access and ongoing administration workflows.
The current charging basis does not vary with investment type, transaction volume, fund size or member count within ESUPERFUND's service limits. The fee is reviewed annually.
Supported pension commencement and annual pension administration are provided at No Additional Cost under the current Pension Fees information. An Actuarial Certificate is a separate cost when required.
The Annual Administration Fee covers the annual audit-related service described in the Fee Schedule. ESUPERFUND coordinates and prepares the Fund for its independent annual audit and liaises with the approved SMSF auditor; the auditor remains independent.
Use the ESUPERFUND Fee Schedule as the main fee summary, then follow the linked detail pages for New SMSF Setup Fee, Annual Administration Fee, Pension Fees.
Use the Fee Schedule as the main pricing reference and the linked service pages for additional detail. If you have already decided to establish an SMSF with ESUPERFUND, you can begin the online application.