Horizon Superannuation SMSF Set up and Administration

From advice and set up to administration and investment

Fees are the one certainty when you’re dealing with any type on investment. Your super value can vary depending on how your investments perform, so lower fees mean you’re making the most of what you’ve got.

Getting started

Before you decide to take control of your super with a SMSF, it’s important to understand the costs. There’s a huge range of costs between SMSF providers – the main costs you should compare are the set-up of the fund and the annual fees for ongoing administration. Then decide based on the track record of the advisers, their customer service and support,and if they’re easy to contact when you need them.

Taking care of your SMSF Cost (including GST)
Statement of Advice (SOA) from licensed financial planner or adviser $2400
SMSF set up - individual trustees (includes Trust Deed and all documentation) $550
SMSF set up – Corporate Trustee Company $968
SMSF set up - Corporate Trustee and SMSF $1518
SMSF administration – ongoing annual fee (including audit fee and ongoing fund compliance) $1,585
SMSF planning This will depend on the advice you receive from a SMSF specialist adviser.
Pension set up From $242

What are the fixed costs of a SMSF?

Some fixed SMSF costs remain the same regardless of whether you have $100,000 or $1,000,000 in super. Fixed costs include the annual administration fee, audit fees, accounting and ATO lodgement costs.

How do I know if it’s worthwhile for me set up a SMSF?

Talk to a qualified SMSF specialist for advice on whether your super balance makes it viable to get the most out of a SMSF. If your super balance means it isn’t worth it now, your adviser may be able to suggest a goal super balance when the SMSF will become viable.

Your super balance Costs
$100,000 or less (assuming fund holds shares and cash) Annual costs = approximately $1100 +GST Annual audit fee = $489.50 Annual ATO levy = $518 for first year and then $259
$100,000 to $200,000 (assuming fund holds shares, cash and property) Annual costs = approximately $1200-$1500 +GST Annual audit fee = $489.50 Annual ATO levy = $518 for first year and then $259
Above $200,000 (depending on investment strategies) Annual costs = approximately $1200-$2000 +GST Annual audit fee = $489.50 Annual ATO levy = $518 for first year and then $259

simple set up

Take the pressure off with fast, affordable SMSF set up from $550 (inc. GST)

STEP 1

SUPER ADMIN YOU CAN TRUST

Leave the paperwork to us. We'll take away the hassle.

STEP 2

stay 100% compliant

Tick all the legal boxes

step 3

planning for your future

Make the most of your money

step 4