Fees
Fee schedule
Indicative prices only. Your plan, disclosure documents where applicable, and engagement terms govern what you pay. Confirm all amounts before you decide.
SuperFu — subscription (indicative)
Monthly fees cover annual administration support and software access for the plan selected. Amounts are indicative, engagement terms govern actual fees, and government and third-party fees are excluded.
Plan inclusions: Items marked “Included in subscription” are covered when your selected Core or Pro plan lists that service on the pricing page or in your agreement. Partner and custom plans differ—confirm in your quote and disclosure documents where applicable.
| Plan | Waitlist invitation | Standard after 12 months | Annual equivalent | Notes |
|---|---|---|---|---|
| Core | $0/month for 12 months | $128/month | $1,536/year | Simple SMSFs: shares, ETFs, managed funds, cash, term deposits |
| Pro | $149/month for 12 months | $249/month | $2,988/year | Property, borrowing/LRBA, crypto, private assets, or extra reporting complexity by approval |
| Enterprise / Partner | Custom | Custom | Custom | Custom pricing for practices — contact us. |
SuperFu — indicative fee schedule
Published indicative amounts for subscription-covered administration, one-off establishment work, and compliance add-ons. This schedule is not exhaustive—your quote, plan, disclosure documents where applicable, and engagement terms prevail. GST is noted per table.
Plan inclusions: Items marked “Included in subscription” are covered when your selected Core or Pro plan lists that service on the pricing page or in your agreement. Partner and custom plans differ—confirm in your quote and disclosure documents where applicable.
Administration & platform (GST inclusive)
| Item | Fee (GST inclusive) |
|---|---|
| SMSF annual administration support (accounts prep, year-end coordination — not the independent audit) | Included in subscription |
| Existing SMSF transfer (client take-on) | No additional costs |
| Trustee dashboard & SMSF software | Included in subscription |
| Standard listed investments, managed funds, cash, and term deposits | Included in Core |
| Property, borrowing/LRBA, crypto, private companies, trusts, unlisted assets, and non-standard assets | Pro by approval or quoted separately |
| SMSF audit (independent & external) — completed by your auditor, not SuperFu | Fee set by your auditor; we can help obtain a quotation or refer outsourced audit arrangements where available |
| Annual ESA subscription | Included in subscription |
Setup & administration services on request (GST inclusive)
For invited waitlist members, standard Core SMSF setup may be $0 (limited to the first 50 invitations). Government, ASIC, ATO, bank, broker, legal, advice, investment, and third-party fees remain separate. The amounts below are indicative reference fees for non-invited, complex, or separately quoted services.
| Item | Fee (GST inclusive) |
|---|---|
| SMSF setup with individual trustees | $330 |
| SMSF setup with a new corporate trustee (inclusive of ASIC fees) | $880 |
| For borrowing only: bare trust corporate trustee setup (inclusive of ASIC fees) | $880 |
| For borrowing only: bare trust setup (property purchase) | $880 |
| Accountant letter / certification of trust deed or ASIC documents | $110 |
| Rollover between super funds and preparation of rollover statements using ESA | $110 |
Core-specific exclusions
Core is designed for simple SMSFs. Core does not include direct property, LRBA/borrowing, crypto/digital assets, private companies, unlisted trusts, private credit, collectables, or complex related-party arrangements. These may require Pro, external advice, or separately quoted services.
What happens after the first 12 months?
From Year 2, Core continues from $128/month. This is designed to cover ongoing SuperFu access, standard annual administration preparation, annual accounts preparation, SMSF tax return preparation support, audit preparation and coordination, document storage, reminders, and dashboard access.
Pro continues from $249/month from Year 2 unless extended or otherwise agreed.
SMSF compliance services (GST exclusive)
| Item | Fee (GST exclusive) |
|---|---|
| Preparation & lodgement of annual tax return | Included in subscription |
| ASIC agent services (corporate trustee only) | $220 |
| Phone and email support / liaison with the ATO | Included in subscription |
| Auditor contravention report (applies only if the SIS Act is contravened) | $220 |
| Compliance documents processing / printing / scanning | Free |
Amounts and inclusions can change. Do not treat this page as legal, tax, or personal advice — confirm your fee package in writing before you proceed.
Government & regulator fees
These are not SuperFu subscription charges. Amounts and rules are set by the ATO and ASIC and can change (ASIC fees are typically indexed each July).
- ATO — SMSF supervisory levy and other ATO charges that apply to your fund. ATO: SMSF supervisory levy
- ASIC — If your trustee is a company, company registration on establishment and annual review fees apply. GST does not apply to ASIC regulatory fees. ASIC: fees for commonly lodged documents