| New SMSFs |
FREE* setup + FREE* first FY admin + $300 OFF* second FY
adminAvailable until at least 31 October 2026 for eligible new SMSFs.
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First-year package fee appliesSetup included in the first paid annual
package.
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First-year admin fee appliesEligible Starter promo: $1,455 for 12
months, incl. audit; $0 setup with STARTER26.
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| Standard annual
administration fee |
$1,599 — one standard feePer fund/FY including
accounts, tax return and audit, for any supported fund type, size, transaction volumn
and member count.
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Three investment packages$990 / $1,690 / $2,490 per year, incl. audit. Additional fees may apply.
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Three asset and service tiers$1,755 / $2,935 / $4,230 per year, incl.
audit. Additional fees may apply.
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| Trustee structure flexibility |
Choice of trustee structureIndividual and corporate trustees supported.
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Corporate trustee onlyIndividual trustees not supported.
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Choice of trustee structureIndividual and corporate trustees supported.
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| Direct property &
cryptocurrency |
No investment-based tier upgradeSame standard
ESUPERFUND administration fee for supported property, crypto and other assets.
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Requires higher packageCrypto at $1,690. Property at $2,490.
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Requires higher packageCrypto at $1,755. Other non-standard assets
requires more expensive tiers.
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| Australian-share broker
& asset-data flexibility |
Choose your Australian-share brokerEBROKING is
optional; external records may be needed annually.
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Base package built around Stake tradingOff-platform investments may
need Plus or extra accounting/audit work.
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Asset restrictionsStarter is data-fed investment only; other
non-data-fed assets require higher packages.
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| Pension establishment &
administration |
No extra ESUPERFUND feeSetup and annual admin are
included; actuarial certificates separate if required.
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Commencement may cost extra$199 on Stake Super; included in Plus.
Actuarial certificate fee may apply.
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Pension services depend on tierStarter: $135 pension admin. Setup $265
outside Expert; Essentials includes up to two pensions.
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| Accounting &
service delivery |
Australian-based team. No outsourced administration.
Qualified accountants in Melbourne, with direct oversight of client data to help protect its security and confidentiality.
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Partly offshore service deliverySome accounting and administration work is performed outside Australia.
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Partly offshore service deliverySome accounting and administration work is performed outside Australia.
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