Heffron has partnered with leading robo-adviser Six Park to create a modern online service that combines SMSF administration and professional investment management. Six Park will build and manage your globally diversified, low-cost portfolio of exchange-traded funds (ETFs) while Heffron will establish your SMSF and provide a comprehensive administration service to meet the tax and compliance needs of your SMSF.
This service recognises the simplicity in administration when your funds are invested solely with a robo-adviser.
Six Park and Heffron offer a complete SMSF solution:
We will support you every step of the way as you set up or transfer your SMSF, making the process very simple.
Take Six Park's risk assessment and complete the short online application form. Heffron will then register your fund with the ATO.
Complete Establishment Pack
You will receive your SMSF establishment pack in the post. You will need to review, sign and return the documents to Heffron so your SMSF set-up can be completed.
Six Park will establish your investment accounts. You can now direct any employer contributions to your SMSF and roll over your existing super balance.
Each year, Heffron will organise your tax and compliance work and Six Park will ensure your investment still suits your risk profile.
There are some basic statutory requirements for all SMSFs - preparation of a tax return, an annual audit and more. Let the expects take care of compliance while you focus on making the most of your SMSF.
Our Heffron Online administration service recognises the simplicity in administration when your funds are invested solely at the direction of a robo-adviser. Smart technology and our integration with Six Park mean we can minimise your administration costs without compromising on the things that are important to you.
Six Park is a leading provider of online investment management (also called “robo-advice”) in Australia.
Six Park will develop a superannuation investment strategy based on your investment horizon and risk profile, which will be invested in a mix of globally diversified asset classes including Australian and international shares, bonds, global property and infrastructure.
Six Park also provides your tax reporting and periodic rebalancing, and your assets are invested in your own name. Together with Heffron, Six Park offers transparent, unconflicted service and unparalleled value for money.
Six Park's experienced Investment Advisory Committee includes former JP Morgan Australia chairman Brian Watson AO and former Finance Minister Lindsay Tanner.