---
title: How Ez SMSF Works | Ez SMSF
description: Already have an SMSF? Transfer instantly for free. Dedicated support, one flat fee, complete control. We handle the admin so you can focus on growing your fund your way.
---
[Skip to the main content.](https://www.ezsmsf.com.au/how-ez-smsf-works#main-content)
[.png?width=1000&height=200&name=Ez%20Horizontal%203D%20Render%20(1000px%20x%20200px).png "SMSF Admin")](https://www.ezsmsf.com.au)
[.png?width=1000&height=200&name=Ez%20Horizontal%203D%20Render%20(1000px%20x%20200px).png "SMSF Admin")](https://www.ezsmsf.com.au)
- [Home](https://www.ezsmsf.com.au)
- [How Ez SMSF Works](https://www.ezsmsf.com.au/how-ez-smsf-works)
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- [Investments](https://www.ezsmsf.com.au/smsf-investments)
- [Insurance](https://www.ezsmsf.com.au/smsf-insurance)
- [Estate Planning](https://www.ezsmsf.com.au/smsf-estate-planning)
- [Financial Advice](https://www.ezsmsf.com.au/financial-advice)
- [Administration](https://www.ezsmsf.com.au/smsf-administration)
- [Pricing](https://www.ezsmsf.com.au/pricing)
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- [Home](https://www.ezsmsf.com.au)
- [How Ez SMSF Works](https://www.ezsmsf.com.au/how-ez-smsf-works)
- [Services](https://www.ezsmsf.com.au/services)
- [Investments](https://www.ezsmsf.com.au/smsf-investments)
- [Insurance](https://www.ezsmsf.com.au/smsf-insurance)
- [Estate Planning](https://www.ezsmsf.com.au/smsf-estate-planning)
- [Financial Advice](https://www.ezsmsf.com.au/financial-advice)
- [Administration](https://www.ezsmsf.com.au/smsf-administration)
- [Pricing](https://www.ezsmsf.com.au/pricing)
- [Compare](https://www.ezsmsf.com.au/compare)
- [Connect](https://www.ezsmsf.com.au/contact-us)
- [Home](https://www.ezsmsf.com.au)
- [How Ez SMSF Works](https://www.ezsmsf.com.au/how-ez-smsf-works)
- [Services](https://www.ezsmsf.com.au/services)
- [Investments](https://www.ezsmsf.com.au/smsf-investments)
- [Bank Accounts](https://www.ezsmsf.com.au/smsf-investments/smsf-bank-accounts)
- [Term Deposits](https://www.ezsmsf.com.au/smsf-investments/smsf-term-deposits)
- [Property](https://www.ezsmsf.com.au/smsf-investments/smsf-property)
- [Shares](https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading)
- [Crypto](https://www.ezsmsf.com.au/smsf-investments/smsf-crypto)
- [Precious Metals](https://www.ezsmsf.com.au/smsf-investments/smsf-precious-metals)
- [Precious Gems](https://www.ezsmsf.com.au/smsf-investments/smsf-precious-gems)
- [Collectables](https://www.ezsmsf.com.au/smsf-investments/smsf-collectables)
- [Insurance](https://www.ezsmsf.com.au/smsf-insurance)
- [Estate Planning](https://www.ezsmsf.com.au/smsf-estate-planning)
- [Financial Advice](https://www.ezsmsf.com.au/financial-advice)
- [Administration](https://www.ezsmsf.com.au/smsf-administration)
- [Pricing](https://www.ezsmsf.com.au/pricing)
- [Compare](https://www.ezsmsf.com.au/compare)
- [Calculators](https://www.ezsmsf.com.au/smsf-calculators)
- [Connect](https://www.ezsmsf.com.au/contact-us)
- [Legals](https://www.ezsmsf.com.au/legals)
### Get a Callback ↓
# How Ez SMSF Works.
#### Discover an easier way to manage your SMSF.
No more juggling multiple providers or feeling stuck with a service that no longer fits. Just one dedicated team and a flexible ecosystem designed around your needs.
[Book a Call](https://www.ezsmsf.com.au/contact-us)
[Learn More](https://www.ezsmsf.com.au/services)
## How Ez SMSF Works.
At the centre of our ecosystem is Ez SMSF – your primary partner for everything day-to-day. We take care of financial reporting, tax returns, GST, lodgements, ATO and ASIC requirements, and ongoing compliance. You keep 100% control, while we remove the admin burden.
What sets us apart is our connected ecosystem - rather than forcing you into a one-size-fits-all package, we have additional specialist services available when you need them. You choose what’s right for your fund – nothing more, nothing less. This modular approach means your SMSF can grow and evolve without unnecessary cost or complexity.
[Learn More](https://www.ezsmsf.com.au/services)
[](https://www.ezsmsf.com.au/services)
## How Does This Benefit You?
Keeping everything under one roof is only the start. We built Ez SMSF to help ease the rising cost of running an SMSF.
By operating as a connected group, we can access wholesale pricing and efficiencies that flow directly through to you on the services you actually use.
- Lower overall costs without sacrificing quality or choice.
- Seamless referrals handled quietly in the background – no need to chase new providers.
- Real savings on insurance, legal work, auditing and more.
- Peace of mind that comes from experts who work together every day.
You stay in complete control. We simply make the rest effortless.
## Already have an SMSF?
### Transfer your SMSF to Ez SMSF
### instantly & for free!
Ez SMSF transfers your SMSF electronically into our administration with no hassle, leaving you to focus on what’s most important - your retirement.
## Transfer your SMSF today!
It only takes a few moments to begin your transfer.
[Get started](https://www.ezsmsf.com.au/contact-us)
### [.png) Insurance. Personal (life, TPD, income protection) and general insurance options tailored to your SMSF and personal circumstances. We help ensure the right cover is in place and properly documented inside the fund.](https://www.ezsmsf.com.au/smsf-insurance)
### [.png) Estate Planning. Wills, testamentary trusts, enduring powers of attorney, and binding death benefit nominations. Professional documents that protect your family’s future without the usual hassle.](https://www.ezsmsf.com.au/smsf-estate-planning)
### [.png) Financial Advice. Financial advice on SMSF strategy, surplus cash, investments, insurance and much more, through our independent financial advisers. Clear, practical guidance that supports your own decisions.](https://www.ezsmsf.com.au/financial-advice)
### [.png) Investing Platforms. Access to bank accounts, term deposits, share trading, cryptocurrencies and exotics through trusted partners. We facilitate the connections so transactions flow smoothly into your fund’s reporting.](https://www.ezsmsf.com.au/smsf-investments)
### [.png) Property Finance. Support with Limited Recourse Borrowing Arrangements (LRBA), the property acquisitions process and property insurance.](https://www.ezsmsf.com.au/smsf-investments/smsf-property)
### [.png) Auditing. Independent SMSF audits delivered efficiently and on time. Our ecosystem relationship means smoother data handovers and fewer back-and-forth requests.](https://www.ezsmsf.com.au/smsf-administration)
## We Take Care Of Everything.
Whether you’re setting up an SMSF or already have one, we handle it all.
- Existing SMSF
- New SMSF
- Get in touch for a quick, friendly chat about your current SMSF
- We contact your existing administrator and transfer your fund electronically for you
- We complete a full SMSF Health Check so everything is up to date and compliant
- Start enjoying our dedicated support and services so you can focus on growing your fund your way
- Get in touch for a relaxed chat about your super
- We establish your SMSF and prepare all documents for simple electronic signing
- We open your SMSF bank account and handle the rollover from your previous fund
- Start using our full suite of services and write the next chapter of your financial story
## Our Flat Fee - Everything SMSF
Complete end-to-end services, including investment support, ancillary options, and dedicated management. Transparent pricing, no hidden costs.
### Existing SMSF
Full Service, Comprehensive Contact - Complete end-to-end services, including investment support, ancillary services and dedicated management. Transparent pricing, no hidden costs.
- Investment Services
- Bank Accounts
- Term Deposits
- Real Property
- Share Trading (Aus & The World)
- Cryptocurrencies
- Exotics
- Ancillary Services
- Financial Advice
- Personal Insurance
- Asset Insurance
- Real Property Acquisition
- Real Estate SMSF Lending
- Estate Planning
- Complete End to End Administration
- All Administration
- Query assistance
- Accounting
- Completed Financials
- Completed Tax Returns
- Auditing
- Government Liaison
- ASIC & ATO payment facilitation.
### $350
monthly.
[](https://www.ezsmsf.com.au/hs/cta/wi/redirect?encryptedPayload=AVxigLJzry9y%2BVKOTgGgKWjqXG7BZxHIeidwzz8%2FIkdam8asFL1BJRzI846cVOJcSQab4FCt09CsBkpxQ1jsitkE5jFSAPAR89kS72pgm%2FKPuGyyf%2FEaa7kUc18Lo2wpB4LdIXgVXqy0oMpW1nuZtmd9LQUHcmAlFy1gtXLUXyo%2BJHJWP%2FS4U%2FE6oMXej8PlPX%2FJ2Dy709qJPFuJmysaow%3D%3D&webInteractiveContentId=326452469226&portalId=443044313)
### New SMSF
Everything in the Existing SMSF option.
Plus a brand new SMSF ready for anything you choose.
All paid for by your new SMSF.
- SMSF with Corporate Trustee
A brand new SMSF with a Corporate Trustee that holds the SMSF Trust. We only establish Corporate Trustees for SMSFs. Learn more [here](https://www.ezsmsf.com.au/).
#### $1,500
- Real Property Add On
An additional Corporate Trustee with a Bare Trust to allow the SMSF to enter an LRBA. If you wish to purchase a property in your SMSF, this is a requirement. Learn more [here](https://www.ezsmsf.com.au/).
#### $1,500
- Exotics Add On
Add exotic investments into the mix. Crypto, Precious metals, collectibles & more.
Chat with us about your exotic investment preferences for a custom plan. Learn more [here](https://www.ezsmsf.com.au/).
### Fee Schedule Below
[](https://www.ezsmsf.com.au/hs/cta/wi/redirect?encryptedPayload=AVxigLLxTbuXWvgXkOEsfQAbSzEd1ZuuC%2BwU8AGVoe8WqZE5k89EBjkun9ci0oaSxHOc%2BnIKRcj7vs7DSUDd8qMl0abPQUhzB0hXDxje1lGA3dZJAcoZfVsi9EczC7SFEKTsUCKwWB7jyGuqIVrlDscNmwKl5kCRWDL8Afer1nf8qdvVuWldxM3EZKcMYqPE56rpjzK4R3L3Tx8C7SoS2g%3D%3D&webInteractiveContentId=326452534756&portalId=443044313)
## Already have an SMSF?
### Transfer your SMSF to Ez SMSF instantly & for free!
Ez SMSF transfers your SMSF electronically into our administration with no hassle, leaving you to focus on what’s most important - your retirement.
## Transfer your SMSF today!
It only takes a few moments to begin your transfer.
[Get started](https://www.ezsmsf.com.au/contact-us)
Services
Services
- [Investments](https://www.ezsmsf.com.au/smsf-investments)
- [Insurance](https://www.ezsmsf.com.au/smsf-insurance)
- [Estate Planning](https://www.ezsmsf.com.au/smsf-estate-planning)
- [Financial Advice](https://www.ezsmsf.com.au/financial-advice)
- [Administration](https://www.ezsmsf.com.au/smsf-administration)
Pricing
Pricing
- [Pricing](https://www.ezsmsf.com.au/pricing)
- [Compare](https://www.ezsmsf.com.au/compare)
- Calculators
Connect
Connect
- [Contact Us](https://www.ezsmsf.com.au/contact-us)
- [Book a Call](https://www.ezsmsf.com.au/contact-us)
- [How Ez SMSF Works](https://www.ezsmsf.com.au/how-ez-smsf-works)
- [Legals](https://www.ezsmsf.com.au/legals)
Investments
Investments
- [Property](https://www.ezsmsf.com.au/smsf-investments/smsf-property)
- [Share Trading](https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading)
- [Crypto](https://www.ezsmsf.com.au/smsf-investments/smsf-crypto)
- [Term Deposits](https://www.ezsmsf.com.au/smsf-investments/smsf-term-deposits)
- [Precious Metals](https://www.ezsmsf.com.au/smsf-investments/smsf-precious-metals)
[.png?width=200&height=40&name=Ez%20Horizontal%203D%20Render%20(1000px%20x%20200px).png)](https://www.ezsmsf.com.au)
- [Legals](https://www.ezsmsf.com.au/legals)
© 2026 Ez SMSF Pty Ltd.
Ez SMSF Pty Ltd (ABN 16 693 890 069, Tax Agent Registration Number 26374813) is a registered tax agent under TASA 2009. Ez SMSF provides SMSF administration and tax agent services. Ez SMSF does not provide financial product advice (whether general advice or personal advice) or any recommendation that takes into account your (or your Fund’s) individual financial circumstances, objectives or needs. Ez SMSF is one business within an ecosystem of separate businesses that together provide a range of services for SMSF trustees to make self-managed super easier. Each entity in that ecosystem is a separate, independent legal entity with its own licensing, authorisations, systems and responsibilities. Ez SMSF can refer you to a completely independent and separate AFSL-licensed entity for financial advice on matters connected with the establishment, transfer or ongoing management of your SMSF. Before deciding to establish or transfer an SMSF, or make any financial decisions regarding your SMSF, you should consider obtaining independent advice from a licensed financial adviser as appropriate. It is your decision whether or not to seek personalised professional advice. No referral fees, commissions, or other benefits are paid by Ez SMSF or received by the AFSL-licensed entity in respect of any referrals between the two businesses. Other businesses in the ecosystem may receive referral fees where this is appropriate and permissible by law. Liability limited by a scheme approved under Professional Standards Legislation. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions.
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