You can discuss options for SMSF Administration with our team by booking a complimentary consultation or get in touch via email here.

NB: The following fees apply from 1 July 2024 Streamlined Standard Advanced

Administration Fee

Audit Fee

Total 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

$1,960

$570

$2,530

$2,520

$570

$3,090

$3,080

$570

From $3,650

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

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Independent Annual Audit

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Annual Compliance and Strategic Review

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Online Access to Fund Documents and Information

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Dedicated Relationship Manager

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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

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Up to three properties

Unlimited

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

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cross

tick (1)

Collectibles and Precious Metals

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Cryptocurrency

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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

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One LRBA

More than one LRBA

Reserves

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tick (1)

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ROPS

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tick (1)

Segregated Assets

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Add-ons

     

Quarterly BAS/IAS Reporting

$640 pa/per fund

$640 pa/per fund

$640 pa/per fund

ASIC Agent - Special Purpose

$200 pa/per company

$200 pa/per company

$200 pa/per company

ASIC Agent - Borrowing Trust

$450 pa/per company

$450 pa/per company

$450 pa/per company

Actuarial Certificates

$176 pa/per fund

$176 pa/per fund

$176 pa/per fund

Mailbox Service

$340 pa/per fund

$340 pa/per fund

$340 pa/per fund

Add-on Details

Add ons