Starter
Simple funds with cash and listed assets
$175
/ month
- Core administration
- Bookkeeping
- Annual tax return
- Audit included
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 make the investment decisions. We manage the compliance, reporting and administration.
Price starts from $175 + GST per Month
What Is SMSF Administration?
Running an SMSF involves more than just an annual tax return.
Our SMSF Administration Service covers the full lifecycle of fund management, from day-to-day bookkeeping and transaction processing to legislative compliance, reporting and audit coordination.
We manage the paperwork, deadlines and regulatory requirements so you can make informed investment decisions with confidence and peace of mind.
You make the investment decisions. We handle the rest.
Why Choose Taxopia for your SMSF Administration?
- Complete fund management — bookkeeping, SMSF tax return, BAS, audit and compliance
- Fixed monthly fee — transparent pricing with no surprise costs
- Audit included — your annual SMSF audit is covered in every plan
- Australian experts — handled by qualified accountants, not call centres
- Macquarie account integration — seamless bank feeds and efficient fund payments
- Trusted nationwide — supporting trustees across Australia since 2015
- ATO compliant — we ensure your fund meets all regulatory obligations
Plans & pricing
Our three fixed-fee packages are designed to suit every type of fund, from straightforward investments to complex portfolios. All packages include your annual audit, SMSF tax return, secure document storage and ongoing support.
These packages are for ongoing SMSF administration. One SMSF annual tax return is included per 12 months of active administration, and the minimum service term is 12 months. The packages are not available for one-off engagements, including a single final-year return or the wind-up of a fund. If your fund is being wound up, please contact us so we can scope that work separately.
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 Basic
- 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
$325 /month
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
Compare SMSF Administration Packages
Simple, transparent pricing tailored to your fund complexity.
Standard
Funds with one property or moderate complexity
$225
/ month
- Everything in Starter
- 1 property supported
- LRBA (1 included)
- 2 pension accounts
Premium
Complex funds with multiple properties or borrowings
$325
/ month
- Everything in Standard
- Multiple properties
- Unlimited LRBA
- ASIC & BAS included
Detailed Feature Breakdown
| Feature | Starter | Standard | Premium |
|---|---|---|---|
| Core Administration | ✓ | ✓ | ✓ |
| Bookkeeping | ✓ | ✓ | ✓ |
| 24/7 Online Software | ✓ | ✓ | ✓ |
| Bill Payment Management | ✓ | ✓ | ✓ |
| Tax Return Preparation | ✓ | ✓ | ✓ |
| Dedicated Contact | ✓ | ✓ | ✓ |
| Annual SMSF Audit | ✓ | ✓ | ✓ |
| Investment Strategy | ✓ | ✓ | ✓ |
| TBAR Reporting | ✓ | ✓ | ✓ |
| Asset Type | Starter | Standard | Premium |
|---|---|---|---|
| Primary Cash Account | Macquarie | Macquarie | Macquarie |
| Setup Assistance | ✓ | ✓ | ✓ |
| Additional Cash Accounts | 1 | 2 | Unlimited |
| Listed AU Equities | ✓ | ✓ | ✓ |
| Property Investments | — | 1 | Multiple |
| Collectibles / Gold | — | $420 p.a. | $420 p.a. |
| Structure | Starter | Standard | Premium |
|---|---|---|---|
| LRBA Support | — | 1 Included | Unlimited |
| Pension Admin | Up to 2 | Up to 2 | Unlimited |
| Service | Starter | Standard | Premium |
|---|---|---|---|
| Actuarial Certificate | $200 | $200 | $200 |
| ASIC Maintenance | $160 | $160 | Included |
| Pension Setup | $240 | $240 | Included |
| BAS Lodgement | — | $236 | Included |
What’s Included in Every Package?
Every Taxopia SMSF Administration plan includes everything you need to keep your fund compliant, accurate, and stress-free:
- Preparation of annual financial statements and SMSF tax return
- Audit coordination, with annual audit included in your monthly fee
- Ongoing bookkeeping and compliance management
- Secure document storage with online dashboard access
- Administration fees debited from your SMSF Macquarie Cash Management Account
- Collaboration with your financial planner or adviser
- Member contribution and pension tracking
Not included:
Winding up a fund, including the final return, final audit, minutes and Australian Taxation Office (ATO) notification. Capital gains tax and Limited Recourse Borrowing Arrangement (LRBA) advice in connection with the sale of fund assets. Rollovers out of the fund on exit. This work is quoted separately and is not covered by the monthly fee. Trust deed review is also quoted separately.
Included in Select Plans
Our higher-tier packages offer added flexibility and hands-on support:
- GST and BAS preparation and lodgement (Premium)
- Support for multiple properties and borrowing structures (Standard and 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?
Yes, your annual SMSF audit fee is included in every package.
Can I keep my current investments?
Absolutely. You remain in full control of your fund’s investment strategy — we just manage the administration.
Do I need a Macquarie Cash Management Account?
Yes. To provide efficient and compliant SMSF administration, your fund must have at least one Macquarie Cash Management Account.
We can assist you with setting this up at no additional cost.
Can Taxopia set up a new SMSF for me?
Yes. We offer full setup services, including trustee company registration if needed.
What happens if my fund has multiple properties?
Our Standard and Premium packages support multiple or complex property holdings.
How are administration fees paid?
At sign-up, we securely collect a personal credit card to process initial fees.
Ongoing monthly fees are deducted from your SMSF bank account via bank auto-debit once established.
A 2% surcharge applies to payments made by personal credit card. No surcharge applies to bank auto-debit payments.
Can Taxopia help me wind up my SMSF?
Our monthly administration packages are for ongoing funds and do not cover wind-up work. If you are closing a fund, the final return, final audit, wind-up documentation, ATO notification and any rollover out of the fund are quoted separately. Please contact us with your circumstances, and we can confirm what is involved. Note that we would generally need to be administering the fund for the relevant financial year before completing a wind-up.