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.
- 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
We organise the set-up of your SMSF including the trust deed, rollovers and government registrations.
You have flexibility to choose any bank, broker or other investment provider for you to implement your SMSF investment strategy.
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 )|
Choice investment options
With the Choice option, your SMSF is not limited to the financial services and products available for Marketplace. 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 investment type using any service provider. (The base administration fee is higher due to the additional administration work required.)
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.