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.
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.
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.
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.
|Cost per month||$82.50||$183.33|
|Software usage and free electronic service address (ESA)||✓||✓|
|Prepare Statutory Accounts||✓||✓||✓|
|Manage Compliance||✓||✓||See note below**|
|Act as Fund Mailbox||$220||✓|
|Liaise with Trustee||$550||✓|
|Pro-forma SMSF Tax Returns||✓||n/a||✓|
(including lodgement of SMSF tax return)
Also including BAS*
Also including BAS* and TBAR*
End of year lodgement only
|ASIC Agent for Corporate Trustee||$110||✓|
|Fund the End-of-Year SMSF Audit||$330||✓||$330|
|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.|
|Annual audit – standalone||Green, Amber or Red||From $495||See Note on Audit Services below|
|Actuarial Certificate – DIY||DIY||$143||Start Order|
|Investment Strategy Preparer||PDF only||$99||Example Strategy|
Send Link to Trustee
|Residential Property Valuation||Residential properties only||$99||Download form|
|Title Search||NSW, VIC, QLD||$55||Download 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 Updates||Updates 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.
We do not provide financial and compliance audits, but we offer our clients service coverage through our network of independent auditors.
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.
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.
The following fees may apply in some financial years:
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