Find out more about our SMSF Administration service for Trustees here.
If you have questions get in touch with our team here. 

What makes a fund 'Streamlined'?
NB: The following fees apply from 1 July 2025

Streamlined

 Standard Advanced

Administration Fee

Audit Fee 

Total Annual Administration Fee (incl. GST)

$2,585

$585

$3,170

$3,160

$585 

$3,745

From $3,735

$585

From $4,320

SMSF Establishment

  • SMSF establishment service $550

  • Special purpose SMSF trustee company establishment service $1,007

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

tick (1)

tick (1)

tick (1)

Independent Annual Audit

tick (1)

tick (1)

tick (1)

Annual Compliance Review

tick (1)

tick (1)

tick (1)

Online Access to Fund Documents and Information

tick (1)

tick (1)

tick (1)

Annual Strategic Review

tick (1)

tick (1)

tick (1)

Dedicated Relationship Manager

tick (1)

tick (1)

tick (1)

Investments

      

Cash Accounts

Macquarie CMA / NAB CMA / CBA CMA

Unlimited

Unlimited

Share Trading

CommSec / Bell Direct / nabtrade

Unlimited

Unlimited

Wrap Investment

Macquarie Wrap / BT Wrap / Panorama

Unlimited

Unlimited

Term Deposits

Australian Money Market

Unlimited

Unlimited

Property Administration

Cross

Up to three properties

Unlimited

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

Cross

Cross

tick (1)

Collectibles and Precious Metals

Cross

Cross

tick (1)

Cryptocurrency

Cross

tick (1)

tick (1)

Structures

      

Pension Accounts

tick (1)

tick (1)

tick (1)

Limited Recourse Borrowing Arrangements

Cross

Up to 3

More than 3

Reserves

Cross

tick (1)

tick (1)

Segregated Assets

Cross

Cross

tick (1)

Add-ons

      

Quarterly GST/Activity Statement Reporting

$660 pa

$660 pa

$660 pa

Annual GST Reporting

$110 pa

$110 pa

$110 pa

ASIC Agent - Special Purpose

$210 pa

$210 pa

$210 pa

ASIC Agent - Borrowing Trust

$465 pa

$465 pa

$465 pa

Actuarial Certificates

$176 pa

$176 pa

$176 pa

Mailbox Service

$350 pa

$350 pa

$350 pa

ROPS

$575 pa

$575 pa

$575 pa

More details about add-on services

Download now

    

© 2025 Heffron Consulting Pty. Ltd. trading as Heffron.  |  ABN 88 084 734 261  |  AFSL 241739  |  All rights reserved.

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.

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