New Fund Introduction
New Fund Introduction
Everything you need to know about setting up and running your Self-Managed Super Fund with Udo SMSF — from day one through to annual compliance.
Book a Free Discovery Call ↓We walk through how an SMSF works, trustee structure, and next steps. Free, no obligation.
Complete your online application. We register the fund with the ATO, set up your ABN, TFN, and bank account.
We coordinate the rollover from your existing super. Rollovers are included in your establishment fee.
We handle all annual compliance, audit coordination, tax return, and ATO reporting — every year.
All fees include GST unless otherwise noted. ASIC fees are GST-free. No hidden charges.
| Item | Amount | Notes |
|---|---|---|
| Annual audit | $511.50 | Independent auditor. Mandatory for all SMSFs every year. |
| ATO supervisory levy | $259 | Government charge. GST-free. Billed in the first two years via the SMSF tax return. |
| ASIC annual review fee | $70 | GST-free government fee. SMSF special purpose trustee company. Corporate trustee only. |
| ASIC agent admin fee | $110 | Udo acts as your ASIC agent. Corporate trustee funds only. |
| Actuarial certificate (ABP) | $110 | Required if drawing an account-based pension. |
Full preparation of your SMSF's annual accounts to ATO and SIS Act standards.
We manage your annual audit from start to finish — you don't chase the auditor.
Preparation and lodgement of your SMSF annual return with the ATO, on time.
We act as your registered ATO tax agent and ASIC agent — keeping you compliant.
Direct access to our team for queries throughout the year — not just at tax time.
Record-keeping and 30 June valuations for assets the fund holds in its own name. Included in the $175.
Book a chat with Simon, or start an application if you are ready to proceed.