Why choose Heffron as your fund administration provider?

Award-winning expertise for you and your clients

Tap into an expert team without the cost, recruitment, and retention challenges of building one yourself while maintaining control of your clients.


One point of contact supported by a team of experts

Work with a small Heffron team you’ll know by name and receive a completely different experience to traditional outsourcing or offshore services.


24/7 access to our online administration portal

Use our online admin portal to track progress and communicate with your team should you have any queries about your clients' funds.


Moving your funds to Heffron is fast and pain-free

We take on the heavy lifting for you to make it as seamless as possible. Learn more about how it all works below.

See how it works

SMSF Administrator of the Year 5 years running

Your fund is being handled by an award-winning team of technical experts.

SMSF Administration Awards

Services structured to suit your business

We know every accounting business is different and our administration service is designed with flexibility in mind.

You get to make the key choices about:

Tax lodgement

We can be appointed the fund’s tax agent and lodge the annual return directly or simply prepare it for you to lodge yourself.


Software

We can include your funds on our (Class) software licence or, if preferred, login to yours.


Investment Structures

We can accommodate any investments but our pricing is structured to ensure you don’t pay for complexity when it comes to simple funds.


All options include:

tick (1) Annual Compliance and Strategic Review to optimise a fund’s future benefit and ensure your clients are making the most of their SMSF
tick (1) Timely Preparation of Financial Statements and Tax Return
tick (1) A secure online portal to exchange Documents and Information
tick (1) Proactive and dedicated Relationship Manager

 

See pricing and inclusions

Documentation Services

We also provide additional documents, the cost of which is only charged if they’re required throughout the life of the fund. 

Request a document

Need help with your SMSF accounting?

Contact us today to discuss your needs and let us create a package that works for you.

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