AMP SMSF Administration

50% off set up fees until 30 June 2018




You invest. We help take care of the rest.

AMP SMSF Administration provides you the support you need to run your SMSF. We take away the burden of paperwork and let you focus on the important job of investing and preparing for the retirement you want.

We’ll help you get set-up

We’ll help you establish your SMSF, organise government registrations and set up investment providers. Our expert assistants are only a phone call or email away.

keep you up-to-date

You’ll have 24/7 access to your SMSF information to help you focus on the investment strategy and we will alert you when there are things you need to do.

and take care of the paperwork

We reconcile your accounts and investment transactions and take care of the paperwork, tax returns and compliance reporting that is required for an SMSF.

 

There are two options you can select from to implement your SMSF investment strategy, Marketplace and Choice.

  1. Marketplace is for those seeking a more automated administration solution, utilising a set list of financial services and product providers 
  2. Choice is for those who prefer to use their own choice of financial services and product providers

Marketplace - what it costs

Set up

We organise the set-up of your SMSF including the trust deed, rollovers and government registrations.

   
Set-up fee for SMSF
with individual trustees
$650
Set-up fee for SMSF
with corporate trustee
$1640
Transfer existing SMSF Free

Invest

You have access to a suite of investment providers across asset classes via the Connected Services portal. You make all your SMSF investment decisions.

 

Investment fees (such as trading commissions) will be payable to financial service and product providers. These will vary based on the provider, asset type and frequency of trading.

If you engage a provider outside of Connected Services you will be transferred to the Choice option, which offers greater investment flexibility but at additional cost.

Manage

We take care of the burden of administration, tax returns and compliance monitoring. You use your personalised Dashboard to monitor your SMSF and investment strategy.

   
Base admin fee
(paid in monthly instalments)
$995 p.a.
Audit fee $495 p.a.
Direct property
and collectables admin fee
(if applicable)
$300 p.a.
per asset
Other fees may apply (see the FSG )

All fees are inclusive of GST

View the full list of services and fees in the AMP SMSF Administration Financial Services Guide and the Connected Services Financial Services Guide

50% off set up fee until 30 June 2018*

Apply now

* apply and pay by 11.59pm (AEST), 30 June 2018

Marketplace investment options

The Marketplace option enables access to selected investment providers via a single access point, streamlined account setup, and integrated reporting. Marketplace includes access to the following types of investments via the Connected Services portal that can be accessed on the Dashboard:

Shares
 
Direct Australian shares
Direct global shares
Exchange traded funds
Listed managed funds
Property
 
Direct property 1
Listed Australian REITs
Listed global REITs
Property ETFs
Managed Funds Selected
Cash & Fixed Interest
 
Bank accounts
Term deposits
Hybrid securities
Listed bonds
Peer to peer lending
Other
 
Listed warrants & options
Infrastructure funds Selected
Collectables 1

1 Direct property and Collectables incur an additional administration charge of $300 per asset per year.

It is a requirement of the Marketplace option that you use the financial service and products available on the Connected Services portal. If you engage a provider outside of Connected Services you will be transferred to the Choice option, which offers greater investment flexibility but at additional cost.

For more information on the Marketplace option investment providers, read the AMP SMSF Financial Services Guide and the Connected Services Financial Services Guide.

AMP SuperEdge Cash Management Account

Cash Account

You can choose this cash account for your SMSF

Macquarie Cash Management Account

Cash Account

You can choose this cash account for your SMSF

Australian Money Market

Term Deposits

Access term deposits at over 20 Australian Financial Institutions

Rate Setter

Peer to peer lending

Peer-to-peer lender providing access to consumer and small business credit

Desktop Broker

Australian Equities

Trade ASX listed securities

Macrovue

Australian and Global Equities

Trade ASX and global securities. Access thematic portfolios called Vues

AMP Capital SMSF Suite

Managed Funds

Professionally managed funds investing in commercial property or Infrastructure

Australian Group Insurances

Life Insurance

Access life, TPD and income insurance



Ready to set up an SMSF?

Apply now for Marketplace

Want to use your own investment providers?

View Choice

Need some help?

Talk to our team

If you would like to speak with someone about AMP SMSF, leave your number and we will call you back.

Request a call back or send an enquiry

Contact us

137 174

Monday to Friday
8.30am to 5.30pm (AEST)

Important information

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It’s important to consider your particular circumstances and read the relevant Financial Services Guide (including the Terms and Conditions) before deciding what’s right for you. This information hasn’t taken your circumstances into account. On this page ‘you' and ‘your’ means the trustee(s) of your SMSF. As a trustee of your SMSF you are ultimately responsible for your SMSF, including the investment decisions that you make for your SMSF. If you need assistance, please seek a financial adviser. Any tax information provided is general,  intended as a guide only, and based on our understanding of taxation laws current at date of publication. It is not a substitute for specialised taxation advice or an assessment of liabilities, obligations or entitlements that arise, or could arise, under tax law. We recommend consulting a registered tax agent / tax professional.  Consider the SMSF Administration Solutions Pty Ltd Financial Services Guides (including Terms and Conditions) for information about our services, fees, and the remuneration and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you.

The AMP SMSF Administration service is offered by SMSF Administration Solutions Pty Ltd ABN 76 097 695 988 AFSL 291195 trading as AMP SMSF Administration, an AMP Group Company.