AMP SMSF Administration





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.

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

Choice - 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 flexibility to choose any bank, broker or other investment provider for you to implement your SMSF investment strategy.

 

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.

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)
$1495 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

AMP SMSF – Choice

Apply now

Choice investment options

With the Choice option your SMSF is not limited to the financial services and products available on the Connected Services portal (that can be accessed via the Dashboard). The Choice option offers your SMSF more investment possibilities and more control. Your SMSF can add other banks, brokers, managed funds or other providers. Choice includes access to any investments types using any service providers. (The base administration fee is higher due to the additional administration work required.)

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 Choice

View AMP SMSF - Marketplace

View Marketplace

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.