SMSF Establishment
FREE
ESUPERFUND attends to the SMSF establishment requirements listed in the New SMSF Setup Fee information. Company and third-party costs can still apply.
ESUPERFUND provides online SMSF setup, annual administration, annual return preparation and independent audit coordination.
The core setup, annual administration and compliance work provided through ESUPERFUND, with separate charges identified where they can apply.
Submit member and trustee details.
Review, sign and upload establishment documents.
ESUPERFUND progresses ATO registration and supported account applications.
Receive final setup information when relevant stages are complete.
Typical timeframe: about 2-4 weeks after ESUPERFUND receives your signed SMSF Establishment Documentation, subject to external processing and your circumstances.
For a new SMSF, the current public fee structure separates establishment, the first financial year, ongoing administration and any company-trustee cost.
ESUPERFUND attends to the SMSF establishment requirements listed in the New SMSF Setup Fee 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.
Per fund, per financial year after the first financial year. 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.
If a new company is required to act as trustee, company establishment and applicable ASIC/company costs are separate from FREE SMSF Setup. Please view our Fee Schedule for details of applicable fees and additional costs.
Check our FREE SMSF factsheets and detailed learning modules online.
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.
Aavailable until at least 15 November 2026
Apply Now →
* When setting up an SMSF, it is important to understand that
additional fees may apply that must be carefully considered
prior to making a decision to set up an SMSF, including an ATO
Supervisory Levy, Company Trustee Setup Fee (where applicable),
and Investment Fees. The first financial year ESUPERFUND Annual
Administration Fee is FREE only if you proceed with the setup
and activation of your SMSF account
This offer forms
part of our current new-client pricing and may continue beyond
15 November 2026. The offer is reviewed monthly and, following
each review, may be extended for a further month or withdrawn
for future applicants.