Administration for Trustees

Annual Administration Fee (incl. GST)

$2,970

$3,510

From $4,050

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

Independent Annual Audit

Annual Compliance Review

Online Access to Fund Documents and Information

Annual Strategic Review

Dedicated Relationship Manager

Investments

Cash Accounts

Macquarie CMA / NAB CMA / CBA CMA

Unlimited

Unlimited

Share Trading

CommSec / Macquarie Online Trading / nabtrade

Unlimited

Unlimited

Wrap Investment

Macquarie Wrap / BT Wrap / Panorama

Unlimited

Unlimited

Term Deposits

Australian Money Market

Unlimited

Unlimited

Property Administration

Up to three properties

Unlimited

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

Collectibles and Precious Metals

Cryptocurrency

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

One LRBA

More than one LRBA

Reserves

ROPS

Segregated Assets

Add-ons

Quarterly BAS/IAS Reporting

$620 pa

$620 pa

$620 pa

ASIC Agent - Special Purpose

$190 pa

$190 pa

$190 pa

ASIC Agent - Borrowing Trust

$430 pa

$430 pa

$430 pa

Actuarial Certificates

$176 pa

$176 pa

$176 pa

Mailbox Service

$330 pa

$330 pa

$330 pa

More details about add-on services

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