Simplified SMSF Administration


The table below outlines key differences for existing SuperConcepts customers when comparing product offerings to our new simplified set of service offers. The industry-leading service you receive will remain largely unchanged, with no impact on your Client Service Manager or your SMSF annual return. The changes we are making to simplify our administration offerings and pricing are essential to streamline our processes and improve efficiency for our customers.

Legacy OffersNew Offers
Service/OfferiSaverEssentialsAnnualStarterEssentialsExpert
Base administration fee$995$2,095$2,095$1,100$2,200$3,410
Independent audit$539$539$539$539$539$539
Property administration per property$300First property included ($300 thereafter)First property included ($300 thereafter)N/AOne property included
$319 thereafter
Included
LRBA administration per LRBA$110First LRBA included ($110 thereafter)First LRBA included ($110 thereafter)N/AOne LRBA included
$121 thereafter
Included
Pension administration per pension account$110 per pensionFirst 2 pensions included ($110 for each pension after)First 2 pensions included ($110 for each pension after)$121First 2 Account Based Pensions included ($121 for each pension after)Included
Non-Standard asset administrationN/AIncludedIncludedN/A$396Included
GST administration$200$200$200N/A$220Included
Company secretarial and corporate trustee maintenance1$154$154$154$154$154$154
Segregated asset administration per segregationN/A$750$750N/AN/A$792
Actuarial certificate – Defined benefit$580$580$580N/AN/A$616

1: Cost per company

*Legacy offer Essentials prior to 4th December 2023

The fees are per annum and GST inclusive.
For more information, please consult our Administration Services Guide or contact your dedicated Client Service Manager.

Legacy OffersNew Offers
Service/OfferFoundationPlatinumStarterEssentialsExpert
Base administration fee$1,500 (Accumulation)
$2,000 (Pension)
$3,100$1,100$2,200$3,410
Independent audit$539$539$539$539$539
Property administration per property$300 for each propertyIncludedN/AOne property included
$319 thereafter
Included
LRBA administration per LRBA$110 for each LRBAIncludedN/AOne LRBA included
$121 thereafter
Included
Pension administration per pension accountIncludedIncluded$121First 2 Account Based Pensions included ($121 for each pension after)Included
Non-Standard asset administrationIncludedIncludedN/A$396Included
GST administration$200$200N/A$220Included
Company secretarial and corporate trustee maintenance1$154$154$154$154$154
Segregated asset administration per segregation$750$750N/AN/A$792
Actuarial certificate – Defined benefit$580$580N/AN/A$616

1: Cost per company


The fees are per annum and GST inclusive.
For more information, please consult our Administration Services Guide or contact your dedicated Client Service Manager.

Legacy OfferNew Offer
Service/OfferUltimateUltimate
Base administration fee$4,995$5,500
Independent auditIncludedIncluded
Property administration per propertyIncludedIncluded
LRBA administration per LRBAIncludedIncluded
Pension administration per pension accountIncludedIncluded
Non-Standard asset administrationIncludedIncluded
GST administrationIncludedIncluded
Company secretarial and corporate trustee maintenance1IncludedIncluded
Segregated asset administration per segregation$750$792
Actuarial certificate – Defined benefitIncludedIncluded

 

*The fees are per annum and GST inclusive.
*Cost per company
For more information, please consult our Administration Services Guide or contact your dedicated Client Service Manager.

Legacy OffersNew Offers
Service/OfferAMP SMSF Administration ChoiceAMP SMSF Administration Market PlaceStarterEssentialsExpert
Base administration fee$1,495$995$1,100$2,200$3,410
Independent audit$539$539$539$539$539
Property administration per property$300$300N/AOne property included
$319 thereafter
Included
LRBA administration per LRBA$110$110N/AOne LRBA included
$121 thereafter
Included
Pension administration per pension account$110$110$121First 2 Account Based Pensions included ($121 for each pension after)Included
Non-Standard asset administration$300$300N/A$396Included
GST administration$200$200N/A$220Included
Company secretarial and corporate trustee maintenance1$154$154$154$154$154
Segregated asset administration per segregation$750$792N/AN/A$792
Actuarial certificate – Defined benefitIncludedIncludedN/AN/A$616


1: Cost per company

*The fees are per annum and GST inclusive.

For more information, please consult our Administration Services Guide or contact your dedicated Client Service Manager.

Legacy OffersNew Offers
Service/OfferAscend FoundationAscend PlatinumStarterEssentialsExpert
Base administration fee$1500 (Accumulation)
$2,000 (Pension)
$3,100$1,100$2,200$3,410
Independent audit$539$539$539$539$539
Property administration per property$300IncludedN/AOne property included
$319 thereafter
Included
LRBA administration per LRBA$110IncludedN/AOne LRBA included
$121 thereafter
Included
Pension administration per pension accountIncludedIncluded$121First 2 Account Based Pensions included ($121 for each pension after)Included
Non-Standard asset administrationN/AN/AN/A$396Included
GST administration$200$200N/A$220Included
Company secretarial and corporate trustee maintenance1$154$154$154$154$154
Segregated asset administration per segregation$750$750N/AN/A$792
Actuarial certificate – Defined benefit$580$580N/AN/A$616

1: Cost per company

The fees are per annum and GST inclusive.
For more information, please consult our Administration Services Guide or contact your dedicated Client Service Manager.

Legacy OffersNew Offers
Service/OfferSC Accounting SolutionStarterStarterEssentials
Base administration feeAs quoted$1,100$2,200$3,410
Independent audit$539$539$539$539
Property administration per propertyIncludedN/AOne property included
$319 thereafter
Included
LRBA administration per LRBAIncludedN/AOne LRBA included
$121 thereafter
OIncluded
Pension administration per pension accountIncluded$121First 2 Account Based Pensions included ($121 for each pension after)Included
Non-Standard asset administrationIncludedN/A$396Included
GST administration$200N/A$220Included
Company secretarial and corporate trustee maintenance1$154$154$154$154
Segregated asset administration per segregation$750N/AN/A$792
Actuarial certificate – Defined benefit$580N/AN/A$616

 

1: Cost per company

The fees are per annum and GST inclusive.
For more information, please consult our Administration Services Guide or contact your dedicated Client Service Manager.

Administration Services Guide

Full details about our new offers’ fees and charges can be found in the Administration Services Guide (ASG)