For advisors and businesses
Set up an SMSF with Rivkin.
It takes a few minutes, saves as you go, and a Rivkin advisor will call you to confirm the details.
We'll email you a one-time code to verify your address. This lets you save your progress and come back later.
What to expect
- 1Verify your email with a 6-digit code.
- 2Answer a short set of questions about you and the fund.
- 3Have your ID handy: passport or driver's licence.
- 4A Rivkin advisor reviews and calls you to finalise your tier.
B2B SMSF Pricing
All fees are inc. GST and shown for information only. A Rivkin advisor will confirm your tier and invoice you after we review your application.
One-off setup fees
Corporate trustee SMSF setup
Setup fee inc. GST for a corporate trustee structure.
$910
Individual trustee SMSF setup
Setup fee inc. GST for an individual trustee structure.
$350
Annual service tiers
Tier 1
$TBD
Up to two-member fund, listed investments
- Up to 2 members (2 directors)
- Cash, equities and ETFs
- Annual fee inc. GST
Tier 2
$TBD
Up to six-member fund, listed + managed funds
- Up to 6 members
- Listed investments
- Plus managed funds
- Annual fee inc. GST
Tier 3
$TBD
Direct property and more involved reporting
- Direct property holdings
- Mixed investment portfolios
- More detailed reporting
- Annual fee inc. GST
Tier 4
$TBD
Complex structures, mixed and unlisted assets
- Mixed asset classes
- Unlisted or private investments
- Pension phase funds
- Annual fee inc. GST
Why Rivkin?
Rivkin has been helping Australian investors manage superannuation for decades. Our SMSF service is built around a simple principle: clear fees, transparent reporting, and advisors who actually pick up the phone.