This service is specifically designed to be simple and inexpensive so it comes with some restrictions. To be eligible for this server, all of the fund's investments must be managed by Six Park.
If you wish to hold a broader range of investments, look at our Foundation,Value or Premium administration services.
Foundation investment choices
As part of Foundation you will receive a Macquarie CMA and access to Term Deposits via the Australian Money Market. You may then choose one share/exchange traded fund trading platform or to hold one property.
If you wish to hold shares and a property or multiple properties for example, you will need to look at our Value Service
Value investment choices
Heffron’s Value service provides you with a wide range of investment options.
Any choice and number of cash accounts. Unless you inform us otherwise, Heffron will establish a Macquarie Cash Management Account to act as the cash hub of your fund from which we will deduct fees and pay tax.
Term deposits either held directly or via Australian Money Market
Any choice and number of share trading platforms
Any choice and number of wraps
Up to two properties and loans with any third party lender or related party
Premium investment choices
Heffron’s Premium Service provides you unlimited investment choice. You can invest in any choice and number of cash accounts, term deposits, share trading platforms, wraps, managed funds, properties and other assets.
Unless you inform us otherwise, Heffron will establish a Macquarie Cash Management Account to act as the cash hub of your fund from which we will deduct fees and pay tax.