Heffron Online | Foundation | Value | Premium | |
---|---|---|---|---|
Annual Administration Fee (incl. GST) |
$1,200 |
$2,040 |
$2,760 |
From $3,300 |
SMSF Establishment |
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Existing SMSF - Transition to Heffron |
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Preparation of Financial Statements and Tax Return |
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Independent Annual Audit |
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Annual Compliance Review |
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Online Access to Fund Documents and Information |
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Annual Strategic Review |
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Technical Support |
Up to two hours |
Unlimited |
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Dedicated Relationship Manager |
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Investments |
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Cash Accounts |
Macquarie CMA |
Macquarie CMA |
Unlimited |
Unlimited |
Six Park Investments |
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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 |
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Collectibles and Precious Metals |
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Structures |
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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 |
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ROPs |
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Segregated Assets |
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Add-ons |
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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 |