Our Pricing.

Switching is completely free with Ez SMSF. We handle the entire transfer from your current provider - contacting them, moving your data and completing the SMSF Health Check - at no cost to you.
Most legacy administrators charge nothing to leave, but many trustees are surprised by slow responses or manual paperwork elsewhere. With us, you simply book a call and we take care of the rest. 

Most full-service administrators charge between $4,000–$5,000+ per year for accounting, tax returns, auditing, lodgements, and basic compliance.

At Ez SMSF it’s a flat $350 per month ($4,200 p.a.) and includes investment support, ancillary services (insurance, estate planning), query assistance, government liaison and your own dedicated Client Service Manager.

Everything is covered - no surprises. 

Many low-cost providers advertise low base fees but then add extras for property, crypto, complex assets, or even basic queries.

Ez SMSF has no hidden costs. Our pricing is fully transparent: one flat monthly fee covers full end-to-end administration. Add-ons (real property as a one off or exotics which are variable depending on your preferences) are clearly listed and optional, paid only if you choose them. 

Our $350 p.m. flat fee is significantly more predictable than the $4,000–$5,000+ many larger firms charge annually - especially once your fund grows. Independent comparisons show full-service providers often exceed $4,000–$5,000 p.a. for similar work.

With Ez you get dedicated personal support and a seamless ecosystem without the premium price tag. 

ATO data shows median SMSF operating costs sit around $4,300–$4,600 per year (including audit, accounting, levies and other expenses).

Ez SMSF keeps your admin costs at a predictable $4,200 p.a. flat - plus the mandatory ATO levy ($259 p.a.) and any ASIC corporate trustee fee ($67 p.a.).

Fees can be paid either way, but most trustees prefer them debited directly from the SMSF bank account (via simple direct debit we set up). This keeps everything clean, compliant, and tax-deductible within the fund.

The ATO levy is a mandatory government fee of $259 per year ($518 in the first year of a new fund).

Every SMSF pays it - it’s not an administrator fee. We simply facilitate the payment on your behalf as part of our full-service package so you never have to chase it.

The main ongoing cost is the ASIC annual review fee of around $67 for a special-purpose SMSF trustee company.

Ez SMSF includes this in our transparent pricing with no markup. Corporate trustees are strongly recommended for asset protection and simplicity - especially if you ever add or remove members - and the small annual fee more than pays for itself in peace of mind.

With many administrators they do - extra charges for property valuations, exotic assets, or LRBA lending.

At Ez SMSF the base $350 p.m. covers investment support and we have clear, optional add-ons only if you need them (Real Property $1,500 one-time; Exotics are variable depending on your preferences).

Your fee stays predictable no matter how you invest.

Most reputable administrators do not charge exit fees, but many drag their feet on the transfer, leaving you stuck in limbo.

Ez SMSF makes switching effortless and free. We contact your current provider, handle all paperwork electronically and get you up and running quickly so you’re never paying two sets of fees.

Professional setup typically ranges from $800–$3,500 depending on the provider and whether you choose a corporate trustee.

At Ez SMSF, the one-time corporate trustee setup is a clear $1,500 (paid by your new SMSF once established). This covers everything needed to get your fund legally registered and ready for rollovers - no hidden extras, just simple, end-to-end support. 

Individual trustees can appear cheaper upfront (some providers charge as low as $450–$880), but a corporate trustee is strongly recommended for better asset protection and simpler member changes.

Ez SMSF’s $1,500 one-time fee for a corporate trustee structure is competitive and includes all necessary documents, ASIC registration & rollovers to get you started. 

Yes - the main ones are the ASIC corporate trustee registration and the ATO supervisory levy of $259 per year (first year: $518).

We handle all payments and lodgements for you as part of our full-service package, so you never have to chase deadlines or deal with extra paperwork. 

Ongoing fees are the same flat $350 per month once your new SMSF is established.

The only difference is the initial one-time setup cost. 

With Ez SMSF you get predictable pricing from day one, including dedicated support, full compliance, and access to our ecosystem of services.

Yes - once your SMSF has received rollover funds and has sufficient cash, you can reimburse the one-time setup costs directly from the fund (as confirmed by ATO guidelines).

At Ez SMSF, we prefer to leave all activity within the fund for tax deductibility purposes - your setup costs are paid directly from your fund upon rollover, leaving you with more money in your pocket.

There is no legal minimum, but industry guidance suggests $200,000+ combined balance makes it cost-effective.

At Ez SMSF our flat $350 p.m. fee (after the one-time setup) keeps costs predictable even as your fund grows, unlike percentage-based or tiered pricing from some providers that can become expensive as your fund grows.

Many providers add separate charges for trust deeds, bare trusts (for property), bank account setup, or complex investments.

Ez SMSF keeps it simple: $1,500 one-time for the corporate trustee setup, then $350 p.m. ongoing. Optional add-ons (Real Property or Exotics) are clearly priced and only applied if you need them.

With Ez SMSF, most new funds are established and ready for rollovers within 2–4 weeks once documents are signed.

We guide you through every step, provide your dedicated Client Service Manager at establishment, handle bank account opening and super stream requests so you can focus on what's important.

At Ez SMSF, the $1,500 one-time fee covers establishment only.

Ongoing full-service administration (including accounting, tax returns, and audit facilitation) starts at $350 p.m. once the fund is active.

This gives you transparency from the beginning — no bundling surprises that make first-year costs unclear with other providers. 

Many providers charge $1,000–$3,500+ for setup plus higher ongoing fees that can exceed $4,000–$5,000 in the first year.

Ez SMSF offers a competitive $1,500 one-time corporate trustee setup and then a flat, predictable $350 p.m. for full service.

You get dedicated personal support and an ecosystem of ancilliary services without the premium price tag or complexity.