SMSF Options
SMSF Options is a Gold Coast-based, ASIC-registered Australian firm that provides cloud-based fixed-fee SMSF administration from $125/month, independent audits from $400 per fund, and SMSF advisory services to individual trustees nationwide.
- Company typePrivate
- Founded2014
- HeadquartersTugun, Australia
- Headcount1–10
- GTM typeB2C
- OfferingServices
What SMSF Options does
SMSF Options is an Australian Self-Managed Superannuation Fund (SMSF) services firm founded in 2010 and headquartered in Currumbin on the Gold Coast. The company delivers three core offerings — SMSF Administration (cloud-based fixed-fee service from $125 per month), SMSF Audit (independent ASIC-registered audits from $400 per fund), and SMSF Strategies (retirement and tax-planning advisory) — alongside an add-on Premium Support plan staffed by Chartered Accountants and recognized SMSF Specialist Advisers. It operates as a Tax Agent under the Tax Agent Services Act 2009 and its audits are conducted by ASIC-registered auditors, providing regulatory credibility in a compliance-intensive niche.
The technology stack is conventional, cloud-delivered SaaS rather than proprietary infrastructure: Class.com.au powers white-labeled financial reporting, SuiteFiles provides document management, and Adobe Sign handles electronic signatures across setup, rollover, and consent forms. Educational assets include an extensive video tutorial library and SEO-optimized blog covering Federal Budget and superannuation technical content. Distribution is hybrid — top-of-funnel digital marketing (blog, social, video, email newsletter, SEO), mid-funnel consultation via partnerships with independent licensed financial advisors, and self-serve client portals post-onboarding.
Commercially, the firm is a founder-controlled private company with no disclosed external funding or ownership changes. Revenue is generated from a monthly recurring subscription on the admin product and a per-fund unit-price model on the audit product, with cross-sell into advisory, premium support, and SMSF Wills. All publicly identified customers are individual SMSF trustees; the customer base is marketed Australia-wide despite a single Gold Coast office, served remotely through cloud tooling and advisory calls.
SMSF Options firmographics
Firmographics- Name
- SMSF Options
- Legal name
- SMSF Options
- Website
- https://smsfoptions.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SMSF Options is a Gold Coast-based, ASIC-registered Australian firm that provides cloud-based fixed-fee SMSF administration from $125/month, independent audits from $400 per fund, and SMSF advisory services to individual trustees nationwide.
- Ownership category
- akta.pro rank
SMSF Options industry classification
Industry- Product category
- SMSF Administration & Audit Services
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
Keywords
Where SMSF Options is headquartered
LocationHeadquarters
- HQ city
- Tugun
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
SMSF Options business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure, Others
Revenue model
- SMSF Administration Services: Monthly subscription-based SMSF administration services with fixed-fee pricing starting from $125 per month. Includes proactive accounting, strategic tax planning, and compliance support.
- SMSF Audit Services: Independent ASIC-registered SMSF auditor services starting from $400 per fund, providing comprehensive audit support and compliance verification.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | SMSF Administration - Fixed Fee from $125/month |
| Unit Pricing | Pay-as-you-go | SMSF Audit - From $400 per fund |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
SMSF Options product offering
Product offeringCore offering
SMSF Options is an Australian financial services firm that delivers cloud-based fixed-fee Self-Managed Super Fund (SMSF) administration, independent ASIC-registered SMSF audits, and strategic SMSF advisory services. The company provides end-to-end SMSF solutions spanning fund establishment, ongoing administration, tax planning, compliance support, and estate planning for individual trustees across Australia, with administration fees starting from $125 per month and audit fees from $400 per fund.
Product overview
SMSF Options offers a unified suite of Self-Managed Super Fund services centered around three core offerings: SMSF Admin (cloud-based administration starting at $125/month), SMSF Audit (independent ASIC registered auditors from $400/fund), and SMSF Strategies (tailored retirement planning). The suite includes Premium Support (unlimited Chartered Accountant assistance) and various digital forms for SMSF setup, LRBA setup, and estate planning. Educational resources include video tutorials on SMSF topics. The company operates as a Gold Coast-based team of specialists providing end-to-end SMSF services from fund setup through daily administration, tax returns, and audits.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- SMSF Admin starting from $125/month - fixed fee model provides cost predictability
- +1 more outcomes
Companies that use SMSF Options
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
SMSF Options technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature1 record
SMSF Options partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Licensed Financial AdvisorscoreSMSF Options partners with specialized, independent financial advisors who help prospective clients make informed choices about SMSF suitability. These licensed financial partners provide no-obligation consultations to determine whether SMSF is the optimal path for individual circumstances.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
SMSF Options competitors and assessment
Company assessmentDirect peers
- Super Guardian: Super Guardian provides online SMSF establishment, administration, and compliance services to individual trustees across Australia. Closely comparable in cloud-based delivery model, fixed-fee positioning, and individual-trustee target market.
- SuperConcepts: SuperConcepts is one of Australia's largest SMSF administration, audit, and education providers, serving both individual trustees and accounting firms. Directly comparable end-to-end SMSF service suite (admin, audit, advice) targeting the same Australian trustee market as SMSF Options.
- Heffron SMSF Solutions: Heffron is a long-established Australian SMSF administration, accounting, and compliance specialist serving individual trustees and their advisers. Directly comparable to SMSF Options in core service offering, target market, and Australian-only geographic focus.
- Accurium: Accurium provides SMSF audit, actuarial, and technical advisory services to SMSF trustees and their advisers. Comparable in the audit and SMSF-specialist advisory portion of SMSF Options' offering, though it serves both individual trustees and the adviser channel.
- ESUPERFUND: ESUPERFUND is an online SMSF establishment and administration specialist offering fixed-fee packages to Australian trustees. Direct peer in pricing model, online delivery, and target customer (DIY-leaning individual SMSF trustees).
- BGL Corporate Solutions (Class Super): BGL is the dominant SMSF administration software platform in Australia (Class Super). SMSF Options uses Class Super to deliver its admin service, and BGL also offers competing white-label and direct SMSF admin services to accountants and trustees. They are the most strategically adjacent competitor given platform overlap.
- Tailored Superannuation Solutions: Tailored Super is an Australian SMSF administration and accounting firm offering setup, ongoing admin, and compliance services. Comparable niche SMSF-specialist accounting practice serving individual trustees in Australia.
Broad incumbents
- AMP SMSF (AMP Limited): AMP offers SMSF services as part of its broader superannuation and wealth management portfolio. Comparable in the SMSF administration function, but delivered by a major incumbent with very different scale, brand, and distribution.
- BT SMSF (Westpac): BT (Westpac subsidiary) provides SMSF administration and superannuation services as part of a broader superannuation and wealth platform. Comparable SMSF admin functionality but embedded within a much larger financial services portfolio rather than a specialist niche offering.
Emerging players
- Verante SMSF Advisory: Verante is a smaller Australian SMSF advisory and accounting firm. Comparable SMSF specialist service offering with overlap in individual trustee and tax planning services, though at a smaller scale than SMSF Options.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
SMSF Options social profiles
Digital presenceSMSF Options compliance and trust
Trust signalCompliance2 records
SMSF Options financial estimates
Financial estimateRevenue estimate
Valuation estimate
SMSF Options leadership team
Management profileNumber of profiles
Profiles1 record
SMSF Options funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SMSF Options M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SMSF Options
What does SMSF Options do?
SMSF Options is an Australian financial services firm that delivers cloud-based fixed-fee Self-Managed Super Fund (SMSF) administration, independent ASIC-registered SMSF audits, and strategic SMSF advisory services. The company provides end-to-end SMSF solutions spanning fund establishment, ongoing administration, tax planning, compliance support, and estate planning for individual trustees across Australia, with administration fees starting from $125 per month and audit fees from $400 per fund.
Is SMSF Options a public or private company?
SMSF Options is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SMSF Options founded?
SMSF Options was founded in 2014. It employs 1 to 10 people.
Where is SMSF Options based?
SMSF Options is headquartered in Tugun, Australia, in the Oceania region.
How does SMSF Options make money?
Two revenue lines are on record. SMSF Administration Services are the primary driver. The others are SMSF Audit Services.
Who are SMSF Options's main competitors?
Direct peers on record are Super Guardian, SuperConcepts, Heffron SMSF Solutions, Accurium, ESUPERFUND, BGL Corporate Solutions (Class Super) and Tailored Superannuation Solutions. Broad incumbents are AMP SMSF (AMP Limited) and BT SMSF (Westpac). Verante SMSF Advisory is listed as an emerging player.
Does SMSF Options have an API?
No public API is recorded for SMSF Options.
What industry is SMSF Options in?
SMSF Options's product category is SMSF Administration & Audit Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory. Its NAICS code is 52394 and its SIC code is 6282.