SMSF Engine provides cost-efficient back-office administration of self-managed super funds. 

If you are an SMSF Accountant or Financial Planner, this leaves you free to do what you do best – provide personal financial advice, financial product advice, and tax advice based on the financial situation of each SMSF client.

If you are a self-managed superannuation fund trustee and want to control your SMSF costs – both ongoing costs and annual fees – you can be assured of a full service at a reasonable rate.

Features of our SMSF Fees structures

FLAT FEE

We charge a flat fee for services, regardless of the size of the fund, the number of transactions it has during the year, or how many members there are. 

ECONOMIES OF SCALE

Economies of scale enable us to maintain low administration fees. 

ADMINISTRATIVE CAPACITY

Accountants and advisers can ask us to administer just one of their funds or thousands. Our systems give us the capacity to handle all of them.

SERVICE OPTIONS

We offer the choice of premium daily administration or a simple, low-cost annual service

Individual SMSF trustees can use the Daily Plus package

Services can be accessed as standalone or as additional modules to packages

Bundling of services provides the most cost-effective options

All fees include GST.

Daily Administration

ServiceDailyDaily PlusAnnual
Annualised Charge$990$2,200$880
Cost per month$82.50$183.33 
Software usage and free electronic service address (ESA) 
AdministrationOngoingOngoingAnnual
Prepare Statutory Accounts
Manage ComplianceSee note below**
Act as Fund Mailbox$220 
Liaise with Trustee$550 
Pro-forma SMSF Tax Returnsn/a
Tax Agent
(including lodgement of SMSF tax return)
$352
Also including BAS*

Also including BAS* and TBAR*
$176
End of year lodgement only
ASIC Agent for Corporate Trustee$110 
Fund the End-of-Year SMSF Audit$330$330
Technical SupportFreeFreeFree
Setup Electronic File$180
Actuarial Certificate – together with Daily or Annual administration$176$176$176
Note: Additional fees may apply for funds with cryptocurrency, derivatives/options trading and other complex assets. Call to discuss.
*BAS – Business Activity Statement
*TBAR – Transfer Balance Account Reports
**For the annual package, we will identify compliance breaches retrospectively, but the SMSF may not be able to rectify them in that financial year
For more information on our administration packages, see our page on SMSF Service Providers

Download Expression of Interest Form Start Annual Job Now

Other Services

Service Fee 
Annual audit – standaloneGreen, Amber or RedFrom $495See Note on Audit Services below
Actuarial Certificate – DIYDIY$143Start Order
Investment Strategy PreparerPDF only$99Example Strategy

Start Strategy

Send Link to Trustee
Digitally Signed$110
Residential Property ValuationResidential properties only$99Download form
Title SearchNSW, VIC, QLD$55Download form
Other States and Territories$99
Establishment and deed services SMSF / Deed Establishment$770 
Corporate Trustee establishment$990 
Establishment with Corp Trustee and Rollover Funds$1,950 
Deeds of Variations / Change of Trustee$550 
Bare Property Trust$990 
Property Trust Corporate Trustee$990 
Bulk SMSF UpdatesUpdates to SMSFs Apply for a Quote

Use our quick and easy, free SMSF outsource calculator to estimate how much you can save by engaging SMSF Engine as your SMSF service provider.

Special Note on Audit Fees

We do not provide financial and compliance audits, but we offer our clients service coverage through our network of independent auditors.

Audit Fees With Administration Packages

We can bundle an SMSF audit fee into the administration price if you are using our Daily, Daily Plus, or Annual SMSF Administration Services. We will use this fee to have your fund audited. 

Our streamlined processes and professional service ensure that your fund’s financial statements are available and that you comply with super fund legislation. This reduces the number of audit queries and costs. We pass the cost-benefit to you. 

Standalone Audit

When you or another accountant prepares financial accounts, we can still assist you with the Audit. You will simply need to complete an Audit only checklist and provide the Financial Statements and relevant source documents.

We have priced our standalone SMSF audit package into three categories, Green, Amber, and Red, depending on the complexity of the fund.

An additional $100 is payable for funds not using BGL, Class, Mclowd or Supermate software.

See here for more details of each of these categories. 

Potential additional costs for audits

The following fees may apply in some financial years: