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.
- Marketplace is for those seeking a more automated administration solution, utilising a set list of financial services and product providers
- Choice is for those who prefer to use their own choice of financial services and product providers
Set up
We organise the set-up of your SMSF including the trust deed, rollovers and government registrations.
Invest
You have access to a suite of investment providers across asset classes via the Member Dashboard. You make all your SMSF investment decisions.
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.
| Set-up fee for SMSF with individual trustees | $650 |
| Set-up fee for SMSF with corporate trustee | $1530 |
| Transfer existing SMSF | Free |
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.
| 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 Guide and the Financial Services Guide
AMP SMSF – Marketplace
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 | Yes |
| Direct global shares | Yes |
| Exchange traded funds | Yes |
| Listed managed funds | Yes |
Cash & Fixed Interest
| Bank accounts | Yes |
| Term deposits |
Yes |
| Hybrid securities |
Yes |
| Listed bonds |
Yes |
| Peer to peer lending | Yes |
Property
| Direct property | Yes1 |
| Listed Australian REITs | Yes |
| Listed global REITs | Yes |
| Property ETFs | Yes |
| Managed Funds | Selected |
Other
| Listed warrants & options |
Yes |
| Infrastructure funds |
Selected |
| Collectables |
Yes1 |
1Direct 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 through the Add Services online portal. If you engage a provider outside of these 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 Administration Guide and Financial Services Guide.
Ready to set up an SMSF?
Want to use your own investment providers?
Need some help?
Talk to our team
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What you need to know
It’s important to consider your particular circumstances and read the relevant Financial Services Guide or Terms and Conditions before deciding what’s right for you. This information hasn’t taken your circumstances into account. 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.
On this page ‘you' and ‘your’ means the Trustee(s) of your SMSF.
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.