Rivkin SMSF

Setting up your SMSF
with Rivkin.

Rivkin - an Australian SMSF specialist - makes it simple to start your Self-Managed Super Fund. The application takes a few minutes, saves as you go, and a Rivkin advisor will call you to confirm the details.

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We'll email you a one-time code to verify your address — this lets you save your progress and come back later.

How it works

Download / print these steps

Step 1
Form Completion
Complete a simple online application to begin.
Step 2
SMSF Establishment
Rivkin establishes your SMSF, including the corporate trustee structure.
Step 3
ATO Registration
Your fund is registered with the ATO. ABN and TFN applications are lodged.
Step 4
Documentation Delivered
Receive your establishment pack with all key records, signing documents, and next steps.
Step 5
Bank Account Set Up
Rivkin establishes a SMSF Macquarie Cash Management Account for contributions, rollovers and investments.
Step 6
Super Rollover
Rivkin manages the rollover process from your existing super funds into the SMSF.

SMSF pricing

All fees are inclusive of GST and shown for information only. A Rivkin adviser will confirm the applicable tier and issue an invoice once your application has been reviewed.

Establishment fees

Corporate trustee establishment

One-off establishment of an SMSF with a corporate trustee, including incorporation of the trustee company. Inclusive of GST.

$1,210

Individual trustee establishment

One-off establishment of an SMSF with individual trustees. Inclusive of GST.

$880

Annual service tiers

Listed investments

$2,900

For funds invested in listed securities and managed funds

Australian and US listed shares, ETFs, hybrids and REITs
Macquarie Cash Management Account and term deposits
Managed funds, subject to data availability
Annual administration fee, inclusive of GST

Property, pension and broader assets

$3,600

For funds holding direct property, in pension phase, or with broader asset classes

Direct property holdings, with or without gearing
Pension phase establishment and ongoing maintenance
Options trading and additional asset classes
Annual administration fee, inclusive of 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.

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