The prices in the table below reflect the CPI increase to come into effect from 1 July 2022. If you have any questions please contact us on 1300 433 376.

  Streamlined Standard Advanced

Annual Administration Fee (incl. GST)

$2,250

$2,750

From $3,250

SMSF Establishment

Set Up Form

Set Up Form

Set Up Form

Existing SMSF - Transition to Heffron

Transition Form

Transition Form

Transition Form

Preparation of Financial Statements and Tax Return

Tick

Tick

Tick

Independent Annual Audit

Tick

Tick

Tick

Annual Compliance and Strategic Review

Tick

Tick

Tick

Online Access to Fund Documents and Information

Tick

Tick

Tick

Dedicated Relationship Manager

Tick

Tick

Tick

Investments

      

Cash Accounts

Macquarie CMA / NAB CMA / CBA CMA

Unlimited

Unlimited

Share Trading

Nab Trade / CommSec / Macquarie Online Trading

Unlimited

Unlimited

Wrap Investment

Macquarie Wrap / BT Wrap / Panorama

Unlimited

Unlimited

Term Deposits

Australian Money Market

Unlimited

Unlimited

Property Administration

cross

Up to three properties

Unlimited

Foreign Assets, Private Unit Trusts or Companies, Derivatives, Options, Warrants and Similar Financial Instruments

cross

cross

cross

Collectibles and Precious Metals

cross

cross

Tick

Cryptocurrency

cross

cross

Tick

Structures

      

Pension Accounts

Up to three pensions per member

Up to four pensions per member

More than four pensions per member

Limited Recourse Borrowing Arrangements

cross

One LRBA

More than one LRBA

Reserves

cross

Tick

Tick

ROPS

cross

cross

Trick

Segregated Assets

cross

cross

Trick

Add-ons

      

Quarterly BAS/IAS Reporting

$570 pa/per fund

$570 pa/per fund

$570 pa/per fund

ASIC Agent - Special Purpose

$180 pa/per company

$180 pa/per company

$180 pa/per company

ASIC Agent - Borrowing Trust

$400 pa/per company

$400 pa/per company

$400 pa/per company

Actuarial Certificates

$176 pa/per fund

$176 pa/per fund

$176 pa/per fund

Mailbox Service

$330 pa/per fund

$330 pa/per fund

$330 pa/per fund

Add-on Details

Add ons

    

© 2022 Heffron. All rights reserved.

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.

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