Documentation Services


High quality SMSF document preparation is an essential element in the SMSF compliance process.  Our Document services provide clients with a clear, accurate and compliant record of the trustees' decisions across the complete SMSF lifecycle; establishment, ongoing maintenance, and payment of benefits.

Establishment (Trust Deed)

Heffron's SMSF Establishment Service provides trustees and their advisers with a complete packaged solution.  Our choice of service options ensures clients can access a seamless online establishment solution, supported by Heffron's "20 years of SMSF IP".

Heffron's Trust Deed is a key part of the establishment service.  In conjunction with a lawyer specialising in estate planning and SMSFs, it has been specifically developed for SMSFs to accommodate all of the latest SMSF and estate planning strategies.

Click here to access Heffron's SMSF Establishment Form and see the range of services available (ranging from $385 (incl GST) for a basic set of documents emailed to you up to $715 (incl GST) for hard copy documents in a leather folder, full review for correct execution, completion and lodgement of all ATO documentation, technical support if needed for uncommon arrangements).  We can also establish a corporate trustee for an additional $715 at the time the fund is created.

Ongoing Maintenance

We also provide a range of services for funds that are already established.  All prices below include GST.

Online investment strategy service

We have an online service to assist accountants, trustees and advisers keep a fund's investment strategy up to date.  The service allows you to complete all the details online and receive a fully complete and compliant set of documents which are immediately available for download.  A single fund's strategy documentation can be completed for $55 or purchase an annual subscription for $275. The subscription service is perfect for an accountant or adviser wishing to complete investment strategies for many funds as there is no limit to the number of times it can be used in a single year. 

Pensions & Benefit payments

We are able to assist with:

Other services

Prices (all including GST) and links to our order forms are show below.

To find out more or to request one of the above services, please send your details to heffron@heffron.com.au or call us on 1300 172 247.