SMSF Annual Administration Fee Calculator

Enter the number of listed Australian Investments your SMSF has invested in:
Australian Investments includes, but is not limited to, the following: Bank Account, Building Society Account or similar, Term Deposit or similar fixed interest security, Share Trading, Broker or similar trading account, Shares/Units in entities listed on ASX*, Managed Fund Account, Australian Life Insurance Policy. * If you have TLS shares and BHP shares, they are counted as 2 investments.

Enter the number of unlisted Australian or Overseas Listed Investments:

Enter the number of Overseas Real Estate Properties:

Enter the number of Trading Accounts in Listed Options, CFDs (Contracts for Difference), Futures and or Overseas Investments
not listed on any foreign stock exchange:

Enter the number of Forex Options Accounts and Foreign Option Trading Accounts:

Enter the number of in-house assets, cryptocurrency accounts:
An in-house asset of a superannuation fund is an asset of the fund that is generally: a loan to, or an investment in a related party of the fund, an investment in a related trust, or an asset of the fund subject to a lease or lease agreement between the trustee of the fund and a related party the fund.

Enter the number of Real Estate Properties in Australia (no borrowing):
If your fund has a Real Estate property in Australia that has no borrowing arrangement enter it here. Please note: Property Trusts should be not be entered in this field. If they are Australian based Property Trusts they should be entered under the Australian Investments. If your fund has invested in the foreign property trusts, please enter the number of foreign property trust under the category Australian or Overseas Trading Accounts Listed Options, CFDs (Contracts for Difference), Futures and or Overseas Investments NOT LISTED on any foreign stock exchange.

Enter the number of Real Estate Properties in Australia (with borrowing):
If your fund has purchased a Real Estate property under a borrowing arrangement, enter the number of such properties.

Enter the number of plant or equipment leased to external parties:

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