Why choose Heffron as your fund administration provider?

Your own dedicated Client Relationship Manager

Your one point of contact is supported by a specialist team of accountants and technical experts.

You can rest assured knowing that our team of experts is here to support you in case of any issues or when handling complex tasks.


When you choose Heffron you're choosing the best

No other SMSF administration provider has the same technical strength as we do allowing you to confidently maximise the advantages of SMSFs without the need to become a compliance expert yourself.

Our team educate the experts, consult with the ATO and provide advice in relation to legislative changes.


24/7 access to our online administration portal

Gain efficiencies and streamline SMSF management by having all your funds in one place.

Use our online admin portal to communicate with your team, track client fund progress, view pension minimums, previous financials and permanent documents.



Our transition process is fast and pain-free

We take on the heavy lifting for you.

Learn more about how it all works by seeing our transition process.

See our transition process

SMSF Administrator of the Year 5 years running

Your clients' funds are being handled by an award-winning team of technical experts.

Admin-Awards-21-22-23

Packages to suit all investment portfolios

Our full-service administration packages are designed to be flexible, to meet the evolving needs of you and your clients. The online portal provides a wealth of information in relation to your clients’ SMSFs, empowering self-service through a user-friendly platform. 

Streamlined

$2,530 (incl GST)

Very specific investments fall into this category (bank accounts and trading platforms from a short list of banks and institutions).


Standard

$3,090 (incl GST)

Covers investments in a ‘typical’ SMSF such as cash, term deposits, property, share and wrap platforms with any institution. 80% of funds fit into this category.


Advanced

$3,650 (incl GST)

Extends coverage to more niche holdings like collectables, crypto, foreign assets, extensive property portfolios, private trusts and companies.


All packages include:

tick (1) Annual Compliance and Strategic Review to help 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) Independent Annual Audit
tick (1) Online Access to Fund Documents and Information
tick (1) Proactive and dedicated Relationship Manager

 

See pricing and inclusions

We're here to help

Find out how our service will meet your business needs.

Speak with our team

  • Michael Lorimer
    Michael Lorimer
  • Sheldon Marlowe
    Sheldon Marlowe

Ready to get started?

Set up a client's SMSF

Establish an SMSF now

Move a client's SMSF

Transition an SMSF now

Documentation Services

Request a document

From our clients...

“We have been using Heffron to assist with the administration of our SMSFs for over a year now and we have been impressed with their quick turnaround times and utmost professionalism.

Heffron is a complete administration solution that assists us with new fund setups, annual administration and technical support. We highly recommend Heffron for all SMSF administration, technical and training requirements.”

Aziz Meherali

Principle | Elixir Wealth


“Maestro is an extremely helpful tool to allow us to engage with the staff at Heffron. All of Heffron's staff are extremely helpful and aid in providing the best client/adviser experience.”

Brendan Tangye

Lee Clarke & Co


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