Pricing

Transparent SMSF administration fees

Laterpath uses a fixed-fee model for core SMSF establishment and annual compliance. You should always understand what is included — and which costs are charged by the ATO or other providers.

Laterpath SMSF fee schedule
FeeAmount (AUD)
Establishment / setupFREE
First financial year annual feeFREE
Ongoing annual fee (inc. GST)$1,599

Additional fees may apply including ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees. First financial year annual fee is FREE only if you proceed with setup and activation of your SMSF account.

Ongoing annual fee is fixed at $1,599 p.a. (GST inclusive), irrespective of transaction count, fund size or number of members — same product economics as the licensed platform fee schedule.

What the annual fee is designed to cover

Core yearly compliance obligations for an SMSF administered on the platform typically include:

  • Preparation of annual financial statements (balance sheet and profit & loss)
  • Member statements
  • Trustee resolutions and minutes for the annual process
  • Income tax return preparation and lodgement
  • Annual SMSF audit coordination as part of the compliance package

Year 1 vs ongoing

Establishment
FREE — core new-fund setup documentation and registration steps under published conditions.
First financial year
FREE — subject to setup and activation conditions.
Ongoing years
Fixed annual fee of $1,599 (AUD, GST incl.) for core compliance as published.

Costs outside the annual administration fee

These are not “hidden Laterpath fees” — they are standard industry or third-party costs you should budget for when running an SMSF.

Third-party and additional costs

The fixed administration fee covers core setup and annual compliance work. Other costs can still arise depending on structure and investments.

  • ATO supervisory levy

    Charged by the Australian Taxation Office for SMSF supervision. Payable by all SMSFs regardless of administrator. Amount is set by the ATO.

  • Company trustee setup

    If you establish a company as trustee, company formation and ASIC fees may apply. These sit outside the fixed annual administration fee.

  • Investment product fees

    Brokers, fund managers, exchanges and other product issuers charge their own fees on investments you choose. Laterpath does not set those charges.

  • Borrowing & property costs

    Where a fund uses limited recourse borrowing or holds property, lender fees, legal costs, valuations and stamp duty may apply.

Pricing FAQ

  • Is SMSF setup really free?

    SMSF establishment is offered free under published conditions. That covers core setup documentation and ATO registration steps for a new fund. Company trustee formation and other third-party costs may apply separately.

  • When is the first financial year free?

    The first financial year annual fee is free only if you proceed with setup and activation of your SMSF account, as set out in the published conditions.

  • Does the annual fee change with more transactions?

    No. The fixed annual fee is $1,599 p.a. (GST inclusive) and does not change with the number of transactions, the size of the SMSF, or the number of members.

  • What extra costs should I budget for?

    Budget for the ATO supervisory levy (payable by all SMSFs), any company trustee setup and ASIC fees if you use a corporate trustee, and investment product or brokerage fees charged by third parties.

Prefer a process overview first? See how it works.

Ready to apply with clear fees?

Start a new SMSF application online, or explore transferring administration of an existing fund.