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Calculator

SMSF suitability

Score whether a self-managed super fund is likely to be worth the cost and the admin, and see the fee breakeven balance.

Likely not worth it

53 / 100 — not worth it

On these figures an SMSF is likely not worth the cost or the trustee work. An APRA-regulated fund is usually the better home until the balance and the interest in running it both lift.

SMSF at this balance
Likely not worth it
Cost breakeven balance
$379,857
Indicative annual SMSF cost
$2,659
Your combined balance
$180,000

General advice only. This estimate does not take into account your personal objectives, financial situation or needs. Consider its appropriateness before acting.

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