Administration for Individuals

Heffron Online Foundation Value Premium

Annual Administration Fee (incl. GST)

$1,200

$2,040

$2,760

From $3,300

SMSF Establishment

Set Up Form

Set Up Form

Set Up Form

Set Up Form

Existing SMSF - Transition to Heffron

Transition Form

Transition Form

Transition Form

Transition Form

Preparation of Financial Statements and Tax Return

Independent Annual Audit

Annual Compliance Review

Online Access to Fund Documents and Information

Annual Strategic Review

Technical Support

Up to two hours

Unlimited

Dedicated Relationship Manager

Investments

Cash Accounts

Macquarie CMA

Macquarie CMA

Unlimited

Unlimited

Six Park Investments

Property Administration

Either one residential or commercial property OR one share trading platform from the options below

Up to two residential or commercial properties

Unlimited

Share Trading

CommSec / Macquarie Online Trading / nabtrade

Unlimited

Unlimited

Term Deposits

Australian Money Market

Unlimited

Unlimited

Managed Funds

Up to 10 managed funds

Unlimited

Wrap Investment

Unlimited

Unlimited

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

Collectibles and Precious Metals

Structures

Trust deed options

Latest Heffron Trust Deed

Latest Heffron Trust Deed

Any current Trust Deed

Any current Trust Deed

Limited Recourse Borrowing Arrangements

One LRBA

Two LRBAs

Multiple LRBAs

Reserves

ROPs

Segregated Assets

Add-ons

Quarterly BAS/IAS Reporting

$540

$540

$540

$540

ASIC Agent - Special Purpose

$180 (mandatory)

$180 (mandatory)

$180

$180

ASIC Agent - Borrowing Trust

$400

$400

$400

$400

Actuarial Certificates

$176

$176

$176

$176

Mailbox Service

$330

$330

$330

$330

Funds Paying One or More Pensions

$540 pa/fund

$540 pa/fund

$540 pa/fund

$540 pa/fund