SMSF Accountants Sydney & SMSF Administration Services

The administration usually involves the establishment of funds, regulation (trust deed, annual audit, ASIC/ATO requirements), financial reporting, taxation and filing.
As a trustee of an SMSF, you are required to comply with the Superannuation Industry (Supervision) Act (SIS Act). Proper management of the fund includes overseeing all administrative, reporting, and regulatory tasks and ensuring all actions taken are in accordance with the relevant legislation governing superannuation funds.

Yes, we provide a full service SMSF administration service that facilitates annual audits, tax returns, regulatory returns and ATO compliance.

The cost of administering a self-managed super fund (SMSF) can vary significantly based on factors such as the size of the fund, the number of members, and the complexity of the fund’s assets. For example, funds holding property or having multiple members may incur higher expenses compared to simpler SMSFs. Key SMSF Expenses Annual Audit Fees: Typically range from $440 to $660 per year. These fees are paid to a third-party auditor who conducts the mandatory annual audit of the fund. ATO Supervisory Levy: An annual fee of $259.00 is payable to the Australian Taxation Office (ATO) for regulatory oversight. ASIC Annual Fees for Corporate Trustees: As of July 1, 2025, the annual fee for a corporate trustee is $67.00. If a custodian trust is involved, the fee for the second corporate trustee is $329.00 per year. Property Valuation Fees: If the SMSF owns property, valuation fees may apply to assess the property’s market value. Property Title Costs: For SMSFs holding property, a title cost of $25.00 per property is applicable. Actuarial Certificate: Required when one member is in the pension phase and another is in the accumulation phase. The cost for this certificate is $110.00 per year.
These expenses are in addition to general administration fees and should be considered when evaluating the total cost of managing an SMSF.

We guide you in setting up the fund and assist trustees with transfers, investment planning, and future commitments. However, we cannot offer financial advice, as we are not financial advisers.

Although Division 293 tax cannot be entirely avoided if your income consistently exceeds the threshold, proactive planning can help reduce its impact. By monitoring all income sources—including bonuses and capital gains—you can anticipate potential liabilities, while seeking guidance from a professional like i-accountant ensures your super contribution strategy and overall tax position are managed effectively and in compliance with regulations