Admin made easier

Full control of your super

We help with the initial SMSF set up or work with you and your existing provider if you’re transferring an existing SMSF across.

Then provide dedicated support with ongoing admin and compliance reporting. 

Track online, in one place

See your investment portfolio plus manage SMSF documents and your overall investment strategy from one dashboard. Alerts and reminders also help you monitor and keep track of contribution and pension payments.

Linked to accounts

Your SMSF is conveniently linked to a Commonwealth Direct Investment Account (SMSF CDIA) and a CommSec Share Trading Account  so you can access records, reconcile accounts and track transactions.

Discount brokerage rates

Discount brokerage rates from as low as $10 per trade1 when you trade using CommSec – Australia’s leading online broker.

Rates & fees

Fee type
Amount (inc. GST)
Info
Set up new SMSF (one-off establishment fee)
$550
Includes application for SMSF Australian Business Number (ABN), Tax File Number (TFN), and election to be a regulated fund
Set up new SMSF – trust deed (one-off fee)
$350
  
Set up new SMSF – company (one-off fee)
$900
Establish a company to act as a corporate trustee - optional
Transfer administration of an SMSF (one-off fee)
$250
Includes trust deed replacement on request
Transfer SMSF admin – update accounts (one-off fee) 
$185 (per month)
Update current financial year accounts
Transfer SMSF admin – prior year documents (one-off fee)
$1,795 (for each year outstanding)
Prepare prior year accounts and tax returns 
Admin fee - debited in monthly instalments (on-going fee)
$1,995 (annual)

or

$2,495 (annual)
Fund only holds CommBank products with a data feed2

Fund holds mix of CommBank and non-CommBank products with a data feed
Additional fee – debited in monthly instalments (on-going fee)
$295 per asset (annual)
For manual input of valuations and transactions if there’s no data feed
Audit fee - debited in monthly instalments (on-going fee)
$495 (annual)
  

Set up or transfer

Helping you, every step of the way

Make things easier, instead of setting up an SMSF by yourself let us help you with the initial admin and provide ongoing support.

Either way, you remain responsible for ongoing management of your fund including compliance obligations.

It’s worth checking that your employer can facilitate a rollover and contributions into an SMSF cash account.

Read more in our Administration Service Guide (PDF).

Set up your SMSF with us

  1. Apply online and pay a set up fee
  2. We call to confirm your details and guide you through the set up e.g. generating a trust deed, applying for an ABN and TFN
  3. Once done you can log on to your online dashboard and set up alerts and reminders to keep track
  4. Read more about our SMSF cash account (CDIA) and CommSec Trading Account before you apply

Our specialist team provides ongoing help and support.

Set up your SMSF

Transfer your SMSF

  1. Apply online and pay a transfer fee
  2. We call to confirm your details and guide you through the transfer process e.g. letter and documents to current provider
  3. Once done you can log on to your online dashboard and set up alerts and reminders to keep track
  4. We process your fund records, and prepare any prior year accounts and tax returns
  5. Read more about our SMSF cash account (CDIA) and CommSec Trading Account before you apply

Our specialist team provides ongoing help and support.

Transfer your SMSF

Things you should know

To be eligible for discounted brokerage you’re required to trade online, be CHESS sponsored and have your SMSF CDIA linked for settlement.

Includes SMSF CDIA, CommSec Share Trading Account, Term Deposit

Commonwealth SMSF (the ‘Administration Service’) is a service by Commonwealth Securities Limited (‘CommSec’ or ‘we’) ABN 60 067 254 399 AFSL 238814, a member, of the Commonwealth Bank Group to set up and administer self managed super funds. CommSec has engaged SuperIQ Pty ABN 27 147 105 164 AFSL 506690 to provide the Administration Service.

This information isn’t advice and has been prepared without taking account of your personal needs, financial and taxation situation or objectives. Before acting on the information you should consider whether the Administration Service is appropriate for you. We recommend that you read the Commonwealth SMSF Administration Services Guide and consider seeking professional advice before making a decision. This guide consists of general information and Terms and Conditions. In respect of any financial products or financial services offered through the Administration Service, we recommend that you read the disclosure documents for those financial products or financial services.