When things change in an SMSF

Whether they're anticipated or unexpected, things can change in an SMSF. It is important to let Heffron know of any changes so we can support you in taking steps to ensure your fund remains compliant.

SMSFs must tell the ATO when certain changes occur. 

For example, the ATO must be told within 28 days if the fund appoints a new trustee (or new director of a corporate trustee). Heffron will handle all the statutory reporting for you as part of our ongoing administration service – but it's important you keep us up to date with any changes. 

There are some changes which have a large impact on your SMSF. For example, if you move overseas, there are a number of things we will need to do so it's important you keep us informed of major events like this. 

Upon your request, Heffron can prepare the documentation you require to record changes in your SMSF to ensure it remains compliant.

Maintenance - Change of Trustee

Our Services
$715

Heffron will review the SMSF's current deed and determine how the change of trustee can be made before preparing the required documentation to record the change.

Recommend for:

Accountants Advisers Individuals


Maintenance - Alternate Director

Our Services
$330

A fund can nominate an alternate director of the company to act as the trustee of the self managed superannuation fund for a period of time. As part of this service, Heffron prepares all relevant minutes, consents and notices required to record the appointment of the alternate director.

Recommend for:

Accountants Advisers Individuals