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.

 

 

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.

 


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 $1640
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 Financial Services Guide and the Connected Services 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 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.

Connected Services investment providers

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?

Want to use your own investment providers?

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.

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Important information


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.