SMSF Documentation


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 "15 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.

Ongoing Maintenance

  • Amending an existing trust deed 
  • Adding a new member
  • Changing the trustee
  • Investment Strategy
  • Borrowing Documentation Service

Payment of Benefits

  • Paying lump sums
  • Establishing pensions
  • Commuting/converting pensions
  • Arranging a death benefit payment (including anti-detriment)

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.