How does OneTrust compare?

OneTrust offers a simple, easy to understand, flat monthly fee

  • We do not have complex or hidden charges: the monthly fee for your selected service level is all you will pay for our administration service.  There are no limits placed on the number of transactions or number of investment holdings you can have in your fund.
  • We do not charge extra for items such as adding or removing a member, pension commencement, or lump sum withdrawals.
  • We do not collect trade fees or commissions on your investment products if it adds to the cost of the product charged to you.  For example, if you are able to trade with a broker for $19.95, we will not add a fee to this cost. We will only accept a fee, rebate, or commission offered by an investment provider if it does not affect the amount paid by you.

We’ve shopped around and compared OneTrust with other service providers in the market and our findings are summarised below.

Service / FeatureOneTrust Select   OneTrust AdvancedWhat others are charging
SMSF Establishment  - Individual Trustees   Typically between $450 and $1,250 but as high as $1,650
SMSF Establishment  - Corporate Trustees  Typically between $700 and $1,650 but as high as $3,200
Administration Fee Typically between $1,800 and $3,600
Adding or Removing a Member  
Pension Commencement Typically between $450 and $750 each pension (in addition to administration fee)
Pension Administration As high as $220 (in addition to administration fee)
Pension Commutation and Restart As high as $550 (in addition to administration fee)
Lump Sum Withdrawal As high as $110 for each withdrawal
Mailbox Up to $90 per month
GST and BAS Up to $150 each BAS
Total Annual Administration Cost (after establishment) Up to $7,660 (2 pension commencements, 1 lump sum withdrawal, 1 pension commutation and restart, quarterly BAS)