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Fee Schedule - New SMSF Setups

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Limited-Time Offer - Save $600. Ends 31 August!
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* Important Information: When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable) , and Investment Fees. Refer to Terms and Conditions for details. The first financial year ESUPERFUND Annual Fee is FREE only if you proceed with setup and activation of your SMSF account.
^ Submit your application by 11:59:59 pm (AEST) on 31 August 2026 to enjoy the Limited-Time Special Offer. Any withdrawn, cancelled, or unsuccessful applications may not qualify for this offer. ESUPERFUND reserves the right to make the final interpretation of this offer.
SMSF Establishment $
SMSF Establishment (for details click here) FREE
ESUPERFUND Annual Fee $
First Year Annual Fee incl. Accounting, Tax Return & Audit (for details click here) FREE
Ongoing Annual Fee incl. Accounting, Tax Return & Audit (for details click here) incl. GST
Pension Fees $
Simple Account Based Pension Establishment No additional cost
Simple Account Based Pension Annual Compliance No additional cost
TRIS Pension Establishment No additional cost
TRIS Pension Annual Compliance No additional cost
Ceasing a Pension (Pension Roll Back) No additional cost
Annual Pension PAYG Summary No additional cost
ETP Lump Sum Withdrawal Document No additional cost
Actuarial Certificate CLICK HERE
Trustee and Member Changes $
Trustee and Member Change Fee incl. GST
Other Services $
Death Benefit Agreement No additional cost
Income Activity Statement No additional cost
Administration Queries No additional cost
Wind Up Fee CLICK HERE
Trust Deed Update CLICK HERE
Property Loan Fees CLICK HERE
Non ESUPERFUND Fees $
ATO Annual Supervisory Levy (payable by all SMSFs)
Company Trustee Setup Fee CLICK HERE
ASIC Fee for Company Trustee CLICK HERE
Investment Fees CLICK HERE
Stamp Duty on Trust Deed CLICK HERE

* For more information please read our Terms & Conditions and Financial Services Guide.

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ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715

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General Advice Warning

No Advice Express or Implied: The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products either expressly or implied. ESUPERFUND expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through ESUPERFUND. This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND. Any information provided in relation to any financial product or service available through ESUPERFUND is factual information only about the operation of the account and how data is made available to ESUPERFUND. Where this website refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice (see below) from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.

Seek Professional Advice from a Financial Adviser: ESUPERFUND is a no advice model and does not provide financial, legal or tax advice to clients. We recommend that you seek appropriate professional advice in view of your personal circumstances. A licensed financial adviser will consider your personal situation and make a recommendation suitable to your financial needs. All information detailed on our website is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner. Whilst a Financial Professional can provide advice and assistance you are ultimately responsible for the Fund.

Fees: Fees relating to operating your SMSF with ESUPERFUND are detailed on our fee page here. 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.