Streamline service from setup to annual compliance
Move from establishment documents and registrations into annual accounts, SMSF annual return preparation and audit coordination with one administration provider.
A connected administration model, clear annual pricing and online tools designed to bring the core SMSF administration process together.
Move from establishment documents and registrations into annual accounts, SMSF annual return preparation and audit coordination with one administration provider.
Within ESUPERFUND’s supported service scope, the standard administration fee does not change with the type or number of investments, transaction volume or SMSF size.
Use any transaction bank and any broker for Australian-listed securities, subject to ESUPERFUND’s service conditions, data availability and record requirements.
ESUPERFUND’s Information Security Management System is ISO/IEC 27001 certified. Personal information is hosted in Australia and encrypted at rest. Our proprietary administration platform is supported by an Australia-based team with no outsourced administration.
The core setup, annual administration and compliance work provided through ESUPERFUND, with separate charges identified where they can apply.
A clear annual workflow, with online access to key administration information and documents through the Client Portal.
Complete the online application, review and sign the SMSF Establishment Documentation and provide the requested identification.
View available Investment Portfolio information, bank transaction coding, the Annual Checklist, documents and Inbox communications.
Each year, review the information ESUPERFUND already has and provide any additional information requested for annual compliance.
ESUPERFUND prepares the annual compliance documents and coordinates the audit. You review and authorise before the annual return is lodged.
Current new-SMSF arrangements are shown separately from the standard ongoing administration fee, so the first financial year and future years are clear.
Available until at least 31 October 2026
* When setting up an SMSF, it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to set up an SMSF, including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees. The first financial year ESUPERFUND Annual Administration Fee is FREE only if you proceed with the setup and activation of your SMSF account
This offer forms part of our current new-client pricing and may continue beyond 31 October 2026. The offer is reviewed monthly and, following each review, may be extended for a further month or withdrawn for future applicants.
After that first financial year, the standard ESUPERFUND Annual Administration Fee is currently $1,599 including GST per fund, per financial year. The fee is reviewed annually.
Additional costs can include the ATO Supervisory Levy, Company Trustee Setup Fee where applicable, ASIC company charges, investment costs, actuarial certificates and event-based administration services.
View current fees and inclusions →You decide how your fund invests and remain responsible for its investment strategy, records and legal obligations. Using an administrator does not transfer those responsibilities.
ESUPERFUND provides factual administrative assistance, not financial, investment, legal or tax advice. Investment compatibility remains subject to ESUPERFUND’s service conditions.
It includes the Annual Financial Reporting and Compliance Services and Ongoing Administration, Technology and Support Services described in the current Fee Schedule, including annual financial statements, member statements, the SMSF annual return, annual trustee records, independent audit coordination, Client Portal access and ongoing administration workflows.
The standard ESUPERFUND Annual Administration Fee does not vary according to the type or number of investments made by the SMSF, provided those investments are within ESUPERFUND’s supported service scope. Investment-product, brokerage, property, lending and other third-party costs are separate.
Yes. The annual fee includes the independent annual audit. ESUPERFUND prepares and coordinates the audit arrangements; an approved independent SMSF auditor performs the audit.
The Client Portal provides access to available Investment Portfolio information, bank transaction coding, Annual Checklists, documents and Inbox communications. The exact information and update frequency depend on the data available for the relevant account or investment.
Existing clients can send questions through the Client Portal Inbox. Prospective clients can use the online contact form. These channels provide administrative assistance, not advice about which investments or superannuation arrangements are appropriate for you.
Review the fees, inclusions and service conditions, then proceed with an application when you have independently decided to establish an SMSF with ESUPERFUND.
Still researching? Learn how SMSF setup works.