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
Set up
We organise the set-up of your SMSF including the trust deed, rollovers and government registrations.
Invest
You have flexibility to choose any bank, broker or other investment provider for you to implement your SMSF investment strategy.
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.
| 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
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.)
Connected Services investment providers
AMP SuperEdge Cash Management AccountCash Account You can choose this cash account for your SMSF |
Macquarie Cash Management AccountCash Account You can choose this cash account for your SMSF |
Australian Money MarketTerm Deposits Access term deposits at over 20 Australian Financial Institutions |
Rate SetterPeer to peer lending Peer-to-peer lender providing access to consumer and small business credit |
Desktop BrokerAustralian 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?
View AMP SMSF - Marketplace
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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.