Australia’s Trusted SMSF Administration Partner
Fixed Fee. Fully Compliant. 100% Peace of Mind.
Managing your self-managed super fund (SMSF) shouldn’t be stressful.
At Taxopia, we take care of the accounting, compliance, and administration so you can focus on growing your retirement savings.
You stay in control of your investment decisions — we handle the rest.
What Is SMSF Administration?
Running an SMSF is about more than annual tax returns.
Our SMSF Administration Service covers the entire lifecycle of fund management — from day-to-day bookkeeping and transaction processing, to legislative compliance, reporting, and audit coordination.
We handle the paperwork, deadlines, and details, so you can make informed investment choices and enjoy peace of mind.
You make the investment decisions. We handle the rest.
Why Choose Taxopia for Your SMSF?
- Complete fund management — bookkeeping, tax, BAS, audit, and compliance
- Fixed monthly fee — transparent pricing with no surprise costs
- Audit included — every plan includes your annual SMSF audit
- Australian experts — handled by qualified accountants, not call centres
- Macquarie account integration — seamless fund payments and data feeds
- Trusted nationwide — serving trustees across Australia since 2015
Plans & pricing
Our three fixed-fee packages are designed to suit every type of fund — from straightforward investments to complex portfolios. All include your annual audit fee, secure document storage, and ongoing support.
$175 /month
Basic
Best for simple funds
$175 /month
Simple. Streamlined. Affordable.
For funds with straightforward investments and limited activity.
- Core admin, bookkeeping & tax return prep
- Annual SMSF audit included
- Up to 2 pension accounts
- Supports listed equities and 1 cash account
Standard
For growing funds
Most Requested Plan
$225 /month
Our most popular plan for active funds
Ideal for funds with property or more complex investments.
- Everything in Starter
- Includes 1 property investment
- 2 additional cash accounts
- 1 Limited Recourse Borrowing Arrangement (LRBA)
- Option for non-data-fed assets ($420 p.a. per asset)
Premium
For complex funds
For complex portfolios that need complete care.
Comprehensive support and flexibility for advanced SMSFs.
- Everything in Standard
- Dedicated contact for your fund
- Multiple property investments & unlimited LRBA
- Unlimited pension accounts
- BAS, company secretary & setup fees included
Features Comparison
Features
Starter
Standard
Premium
Assets supported
Structures
Other service costs (guide)
What’s Included in Every Package?
- Preparation of annual financial statements and tax return
- Audit coordination (included in monthly cost)
- Ongoing bookkeeping and compliance management
- Secure document storage with online dashboard access
- Bill creation and payment via your Macquarie Cash Management Account
- Collaboration with your financial planner or adviser
- Member contribution and pension tracking
Our higher-tier packages offer added flexibility and hands-on support:
- GST / BAS lodgement and preparation (Premium)
- Multiple property and borrowing structure support (Standard & Premium)
- Dedicated client manager (Premium)
Our 3-Step Process
We make setup and transition simple — whether you’re starting a new fund or moving from another provider.
Sign Up or Transfer Your Fund
Complete our quick online form to begin.
We Handle the Setup or Transition
Our team manages fund registration, Macquarie account connection, and audit setup.
Ongoing Support & Reporting
You’ll receive monthly administration, annual compliance, and complete peace of mind — without the paperwork.
Frequently Asked Questions, Answered
Is the audit included in all plans?
Can I keep my current investments?
Do I need a Macquarie Cash Management Account?
Yes. To deliver end-to-end SMSF administration—bookkeeping, data feeds and bill payments with your approval— we need an account that allows secure, permissioned access for our accountants while keeping you in control. The Macquarie CMA are the only one in the market that provides this workflow, so we can act on your behalf efficiently and compliantly.
Real-time data feeds to keep your fund records current.
Permissioned accountant access to prepare payments and administration tasks.
You approve every payment—nothing is processed without your sign-off.
Clear audit trail and streamlined compliance reporting.
You’re welcome to keep other bank accounts for your SMSF. However, at least one Macquarie CMA is required so we can process bill payments and maintain accurate, up-to-date records on your behalf.
What happens if my fund owns more than one property?
If your fund holds investment property, you’ll need to choose either our Standard or Premium plan. The Standard plan supports one investment property, while the Premium plan supports multiple properties.
Can Taxopia set up a new SMSF for me?
What happens if my fund has multiple properties?
Our Standard and Premium packages support multiple or complex property holdings.