Self-Managed Super Fund
Take control of your super. We'll handle the rest.
SMSF setup and ongoing compliance from a Registered Tax Agent & CPA. Fixed-fee setup packages from $1,320. Annual compliance billed by the hour, starting from $1,100 — no overcharging, no mystery.
Setup Package
Everything handled, end-to-end
Our fixed-fee setup packages include every step needed to establish your fund and have it ready to receive rollovers.
Professionally drafted deed, trustee resolutions, member applications, and consent to act forms.
TFN, ABN, and election to be a regulated super fund. Corporate trustee setup if required.
We help you open the fund's bank account and coordinate rollovers from your existing super funds.
ATO-compliant investment strategy reflecting your goals, risk tolerance, and insurance considerations.
Initial support for trustee obligations, record-keeping, contribution rules, and everything you need to know in year one.
Fixed-Fee Setup
Choose the right structure for your fund
Three fixed-fee packages — pick based on whether you want individual trustees, a corporate trustee, or the ability to borrow inside the fund to buy property.
Inc GST · Fixed fee
Inc GST · Fixed fee
Inc GST · Fixed fee
Ongoing Compliance
Annual admin, tax, and audit
Every SMSF needs annual financials, a tax return, and an independent audit. We handle all three. Compliance is billed at our hourly rate, with pricing starting from the figures below.
One accountant, all your SMSF compliance
We prepare your fund's financial statements, member statements, tax return, and ATO lodgement. We then coordinate the independent audit with a registered SMSF auditor.
Compliance work is billed at our hourly rate of $275/hr inc GST. Final annual cost depends on the complexity of your fund — number of investments, transactions, property holdings, and LRBA status.
Why Tim Cook Tax
SMSF specialists, not generalists
SMSF is a specialty within accounting, not a sideline. We use the right software, hold the right credentials, and handle compliance end-to-end.
Registered Tax Agent & CPA
Fully credentialled and registered with the Tax Practitioners Board. You're getting advice from a qualified professional who understands SMSF legislation.
Class Super admin software
We use Class Super — industry-leading SMSF admin software trusted by thousands of Australian SMSFs. Faster processing, better reporting, fewer errors.
Transparent pricing
Fixed fees for setup so you know the cost upfront. Compliance work billed by the hour at $275/hr — no inflated fixed fees for simple funds, and no mystery surcharges on complex ones.
End-to-end service
From initial setup conversation through rollovers, ongoing admin, and retirement phase — one point of contact for everything SMSF-related within your fund's tax and compliance needs.
Common Questions
SMSF FAQ
How long does it take to set up an SMSF?
Typically 3–6 weeks end-to-end. The fund itself is established within about a week, but full rollovers from existing super funds can take 4–8 weeks depending on how quickly your current funds process the transfer.
Do I need $250k in super to have an SMSF?
No, it's not a legal requirement — just a commonly cited guideline based on administration costs relative to fund balance. Whether an SMSF makes financial sense for your situation is a question for a licensed financial advisor. We're happy to set one up once you've decided to proceed.
Can I buy property inside my SMSF?
Yes. SMSFs can hold residential investment property (you can't live in it) or commercial property. If borrowing to buy, you'll need a Limited Recourse Borrowing Arrangement (LRBA) with a bare trust structure — included in our $4,180 setup package. Whether property inside super suits your circumstances is a question for a licensed financial advisor.
Individual trustees or corporate trustee — which should I choose?
This is a structural decision worth thinking through carefully. A corporate trustee typically offers cleaner member changes (no asset title transfers when members join or leave), stronger asset protection, and simpler ATO treatment for single-member funds. It costs more to set up and has ongoing ASIC obligations ($176/yr). Most new SMSFs we set up use a corporate trustee, but the right structure for you depends on your specific circumstances.
How much time does an SMSF take to run each year?
With us handling the admin, tax, and audit, most trustees spend 5–10 hours a year on their fund — signing documents, approving transactions, and making investment decisions. We handle everything else.
What if I already have an SMSF with another accountant?
Transferring your SMSF to us is straightforward. We request the handover file from your current accountant, review the fund's position, and take over from the next financial year. No fees for the transfer itself — compliance work then starts on our standard hourly billing.
Ready when you are
Ready to set up or transfer your SMSF? Let's talk.
Get in touch to start the setup process, or to transfer an existing fund. For advice on whether an SMSF is right for your circumstances, speak to a licensed financial advisor first — we're happy to work alongside them.