| Heffron Online | Foundation | Value | Premium | |
|---|---|---|---|---|
Annual Administration Fee (incl. GST) |
$1,200 |
$2,040 |
$2,760 |
From $3,300 |
SMSF Establishment |
||||
Existing SMSF - Transition to Heffron |
||||
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 |
