Document 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.

For our full document price list download here. All pricing includes GST.

If you have any questions about Heffron's services, please contact our Client Relations Team on 1300 172 247 or clientsupport@heffron.com.au

Alternate Director

$330

Heffron prepare the documentation to appoint an Alternate Director of the Company which acts as the Trustee of your self-managed superannuation fund.

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Benefit Payment - Prospective Lump Sums and Partial Commutations

$330

Heffron prepare the documentation to have all payments over and above the members minimum pension payments to be treated as:

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Benefit Payment – Consolidation

$330

Heffron prepare the documentation to commute an Account-Based Pension from a self-managed superannuation fund and to commence a new pension with the commutation proceeds combined with any other accumulation balance from a self-managed superannuation fund.

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Benefit Payment – Full/Partial Pension Commutation

$330

Heffron prepare the documentation to commute an Account-Based Pension from a self-managed superannuation fund.

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Benefit Payment – Lump Sum from Accumulation

$165

Heffron prepare the documentation to record a lump sum payment from a self-managed superannuation fund.

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Benefit Payment – New Account Based Pension

$330

Heffron prepare the documentation required to commence an Account-Based Pension from a self-managed superannuation fund.

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Benefit Payment – Reversionary Pensioner

$165

Heffron prepare the documentation required to add or remove a Reversionary Pensioner within a self-managed superannuation fund.

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Change of Fund Name

Heffron prepare the documentation required to change the Fund Name as part of a Trust Deed Amendment.

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Change of Trustee

$715

Heffron arrange for the documentation required to change the trustee within a self-managed superannuation fund.

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Changes to Fund Associates

$330

Heffron document the addition or removal of SMSF Members or Directors.

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Company Establishment

$715

Heffron prepare the documentation to establish a new company on your behalf.

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Company Constitution Upgrade

$165

Heffron prepare all the documentation to record a Constitution Upgrade.

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Contribution Splitting

$165

Heffron prepare the Contribution Split documentation within a self-managed superannuation fund.

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Death Benefit Account-Based Pension

$330

Heffron prepare the documentation required to commence a Death Benefit Account-Based Pension from a self-managed superannuation fund.

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To order this service, please contact our team on 1300 172 247


Death Benefit Lump Sum from Accumulation

$330

Heffron prepare the documentation to record a lump sum payment from the account of a deceased member in a self-managed superannuation fund.

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To order this service, please contact our team on 1300 172 247


Death Benefit Nominations - Binding and Non-Binding

$0 for funds on the Heffron 3.0+ deed rules

Heffron provides Death Benefit Nomination templates for all clients on the Heffron 3.0+ deed rules. To request a template, please contact dss@heffron.com.au

For funds not on the latest deed rules, a Trust Deed Amendment is required and death nomination templates will be provided as part of this service.

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Fund Establishment

$715

Heffron prepares the documentation to establish a new self-managed superannuation fund.

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Heffron Administration Client Form Heffron Non-Administration Client Form

Investment Strategy

Heffron provides Investment Strategy documentation to all administration clients free of charge. To request a template, please contact dss@heffron.com.au.

If you are a non-Heffron administration client you can purchase an Investment Strategy here. Pricing starts from $55.


Limited Recourse Borrowing Arrangement – Related Party & Third Party

$1,650

Heffron arrange the preparation of the documentation to legally document a borrowing structure, within a self managed superannuation fund where funding is provided by a related or third party to the SMSF in the form of a Limited Recourse Borrowing Arrangement.

LRBA documentation will need to be prepared for each borrowing arrangement.

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Recognised Overseas Pension Scheme (ROPS) Registration

$715

Heffron prepare the documentation to register the self-managed superannuation fund for ROPS.

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Trust Deed Amendment

$715 | $440 for funds under Heffron Administration

Bulk discount available on request

As part of this service Heffron provide a Trust Deed for the Fund (developed in conjunction with a lawyer specialising in estate planning and specific to self managed superannuation funds), along with all relevant minutes, declarations and any other documentation required to record the amendment.

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