WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
SMSF Administration for
Trustees
NB: The following fees apply from 1 January 2026 for all new clients.
Easy
Extended
Enhanced
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Administration Fee
$2,350
$2,690
$3,450
Audit
$500
$500
$500
Total Annual Administration Fee (incl. GST)
$2,850
$3,190
$3,950
SMSF Establishment
-
SMSF establishment service
Special purpose SMSF trustee company establishment service
Existing SMSF's – Transition to WE SMSF
-
We do not charge a fee to take over an existing fund. However, we will charge the fund a full year’s administration fee for each set of accounts that we are required to prepare irrespective of when we take over the Fund.
Preparation of Financial Statements and Tax Return
Independent Annual Audit
Annual Compliance & Strategic Review
Dedicated relationship Manager
Investments
Cash Accounts
Macquarie CMA / NAB CMA / CBA CMA
Unlimited
Unlimited
Share Trading
CommSec / BellDirect / CMA CBA CMA Self Wealth
Unlimited
Unlimited
Wrap Investments
Macquarie Wrap / BT Wrap / Panorama
Unlimited
Unlimited
Term Deposits
Australian Money Market
Unlimited
Unlimited
Property Administration
Up to Three properties
Unlimited
Foreign Assets, Private Unit Trusts or Companies, Derivatives, Options, Warrants and Similar Financial Instruments
Collectibles and Precious Metals
Cryptocurrency
Structures
Pension Accounts
Limited Recource Borrowing arrangements
Up to 3
More than 3
Reserve Accounts
Segregated Accounts
Additional
Quarterly GST/Activity Statement Reporting
$600 pa
$600 pa
$600 pa
Annual GST Reporting
$110
$110
$110
ASIC Agent - Special Purpose
$210
$210
$210
ASIC Agent - Borrowing Trust
$450
$450
$450
Actuarial Certificates
$165
$165
$165
Mailbox Service
$330
$330
$330
Actuarial Certificates
$550
$550
$550
More details about add-on services
Download now
Contact Us
1300 459 101
