Limited SMSF Administration Fee Offer

If you’d like to transfer your SMSF administration to us then our limited offer will be of interest to you. 

We will waive our base administration fee for the 2025-2026 financial year, including for the preperation and lodgement of tax returns and financial statements, where an application to transfer the Fund’s administration to our service has been submitted from 1 February 2026. Ancillary fees, including for audit, actuarial and various non-standard items will still apply.

In addition to an enhanced SMSF service, key considerations are:

• if an SMSF has not prepaid fees for the 2025-2026 year, it will enjoy an immediate saving
• if non-refundable administration fees have been paid, then the SMSF will not be monetarily disadvantaged

It is important to note, that our reasonable expectation is that funds that transfer to our service under this special offer will remain with us for at least 3 full fee-paying years. If they do not – unless we deem there are unavoidable circumstances, the fund is wound up due to the death of a member or our service standards fail – we reserve the right to recoup the discount. This offer is not applicable to funds that are intended to be wound up or are experiencing compliance issues that will need our rectification. We are relying on your goodwill to utilise this concession fairly.

Often the concept of undertaking a change in administrators can be laborious but we can demonstrate how it can be completed with a minimum of fuss as we handle the vast majority of the work.

If you wish to discuss this further, please contact David Busoli, dbusoli@smsfalliance.com.au or 0499 778 584.