NB: The following fees apply from 1 July 2023 Streamlined Standard Advanced

Annual Administration Fee (incl. GST)

Pricing applies for advisers with 5 or more funds with Heffron.
For fewer than 5 funds refer to our pricing for Trustees

$2,430

$2,970

From $3,510

SMSF Establishment

  • SMSF establishment service $550

  • Special purpose SMSF trustee company establishment service $990

Set Up Form

Set Up Form

Set Up Form

Existing SMSF – Transition to Heffron

  • We do not charge a fee to take over an existing fund. However, we will charge the fund a full year’s administration fee for each set of accounts that we are required to prepare irrespective of when we take over the Fund.

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

Tick

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

$620 pa/per fund

$620 pa/per fund

$620 pa/per fund

ASIC Agent - Special Purpose

$190 pa/per company

$190 pa/per company

$190 pa/per company

ASIC Agent - Borrowing Trust

$430 pa/per company

$430 pa/per company

$430 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

    

© 2023 Heffron Consulting Pty. Ltd. trading as Heffron.  |  ABN 88 084 734 261  |  AFSL 241739  |  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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