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
Marketplace - what it costs
We organise the set-up of your SMSF including the trust deed, rollovers and government registrations.
You have access to a suite of investment providers across asset classes via the Connected Services portal. You make all your SMSF investment decisions.
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||$1640|
|Transfer existing SMSF||Free|
|Base admin fee (paid in monthly instalments)
|Direct property and collectables admin fee (if applicable)
|Other fees may apply (see the FSG )|
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:
|Direct Australian shares||Yes|
|Direct global shares||Yes|
|Exchange traded funds||Yes|
|Listed managed funds||Yes|
Cash & Fixed Interest
|Peer to peer lending||Yes|
|Listed Australian REITs||Yes|
|Listed global REITs||Yes|
|Listed warrants & options
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 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.
Connected Services investment providers
|AMP SuperEdge Cash Management Account
You can choose this cash account for your SMSF
| Macquarie Cash Management Account
You can choose this cash account for your SMSF
|Australian Money Market
Access term deposits at over 20 Australian Financial Institutions
Peer to peer lending
Peer-to-peer lender providing access to consumer and small business credit
Trade ASX listed securities
Australian and Global Equities
Trade ASX and global securities. Access thematic portfolios called Vues
|AMP Capital SMSF Suite
Professionally managed funds investing in commercial property or Infrastructure
|Australian Group Insurances
Access life, TPD and income insurance
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.