Take control of your costs

Summary of fees and costs listed below:

Transferring an existing SMSF

Moving my fund
$0^

This includes:

  • Transferring your existing SMSF to ANZ Self Managed Super.
  • Establishing your new ANZ V2 PLUS cash account.
  • Establishing your new ANZ E*TRADE share trading account (if required).

^For information on potential SMSF transfer fees, please refer to the ANZ Self Managed Super Fees and Costs flyer.

Standard SMSF administration (per annum)
$1,995

This includes:

  • Simple and transparent flat fee.
  • Access to ANZ investment products and services.
  • Online access to fund reporting and information.
  • Streamlined compliance and investment support tools.
  • Seamless online confirmation of trustee meeting minutes.
  • Additional SMSF support via phone or email.
Optional SMSF administration of non-standard assets and services
Non-ANZ cash investments i.e. other financial institution's Term Deposits or Cash Management Accounts (unlimited). $195
(per-annum)
Non-ANZ broking or electronic assets i.e. other financial institution's online share broking or online investment services (unlimited). $695
(per-annum)
Other non-listed assets e.g. direct property, collectables, artwork and units in a private unit trust. $295
(per asset)
View all fees and costs

Establishing a new SMSF

Getting started (one-off fee)
$990

This one-off fee includes:

  • Establishing your new SMSF.
  • Preparing your new SMSF Trust Deed.
  • Registering your new SMSF with the ATO.
  • Establishing insurance within your SMSF (if required).
  • Establishing your new ANZ V2 PLUS cash account.
  • Establishing your new ANZ E*TRADE share trading account (if required).
Standard SMSF administration (per annum)
$1,995

This includes:

  • Simple and transparent flat fee.
  • Access to ANZ investment products and services.
  • Online access to all fund reporting and information.
  • Streamlined compliance and investment support tools.
  • Seamless online confirmation of Trustee meeting minutes.
  • Additional SMSF support via phone or email.
Optional SMSF administration of non-standard assets and services
Non-ANZ cash investments i.e. other financial institution's Term Deposits or Cash Management Accounts (unlimited). $195
(one-off)
Non-ANZ broking or electronic assets i.e. other financial institution's online share broking or online investment services (unlimited). $695
(one-off)
Other non-listed assets e.g. direct property, collectables, artwork and units in a private unit trust. $295
(per asset)
View all fees and costs

How to apply or find out more

Online

You’ll need approximately 15 minutes to complete the online application

Email us to find out more.

Call 1300 326 875

Call us to learn more about the benefits of ANZ Self Managed Super.

Monday to Friday, 8:30am to 6:00pm (AEST)

You may also be interested in:

Individual or corporate trustee? Show more

Individual trustees

  • Up to 4 members who are also trustees (i.e. when there’s only one member, an additional trustee must be appointed).
  • No member is an employee of another member, unless they are related.
  • No trustee is paid for their duties or services as a trustee.
  • All trustee members have a say in the administration and investments of the fund.
  • Generally costs less to set up and administer than a corporate trustee.

However, all fund assets must be held in the names of all fund trustees – which can cause additional complexities and costs if a change of trusteeship is required.

Corporate trustees

  • Also holds up to 4 members but can hold a single member (sole director).
  • Each member of the fund is a director of the company.
  • Each director of the corporate trustee is also a member of the fund.
  • No member is an employee of another member, unless they are related.
  • A corporate trustee is not paid for its services as a trustee.
  • No director of the corporate trustee is paid for their duties or services as a director in relation to the fund.
  • All trustee directors have a say in the administration and investments of the fund.
  • Generally involves additional paperwork, administrative costs as well as ASIC fees.

However, SMSF assets and personal assets are clearly separated which can have added benefits like protecting individual directors from personal liability claims.

Who's eligible to be an SMSF trustee? Show more

In general, anyone who’s at least 18 years old can be a trustee of a super fund, as long as they:

  • Don’t have a legal disability (such as someone who is bankrupt or mentally impaired).
  • Have never been convicted of an offence involving dishonesty.
  • Have never been subject to a civil penalty order under superannuation laws.
  • Have never been disqualified by a regulator (like ATO or APRA).
  • Have never been considered insolvent under administration.
  • Are not an undischarged bankrupt.