Service Providers

Services Offered

Set-up fee for individual trustee$440
Annual administration fee for $500,000 in assets (accumulation phase)$2,400
Annual administration fee for $1,000,000 in assets (accumulation phase)$2,400
AuditIncluded
Pension phase fee$440 with no annual admin cost
Property & collectablesIncluded in standard fee
Number of investments an SMSF can holdNot limited
Online accessYes
ReportingAnnual

About

Established in 2006, SMSF Works operates exclusively in the self-managed fund market. They help trustees and their professional advisers in establishing and administrating self-managed super funds. They deal with the legislative, operational requirements and management of SMSFs.