Pension Establishment
$330
Heffron prepares all the documentation required to commence an account-based pension or transition to retirement income stream from a self managed superannuation fund.
Pension Consolidation
$330
Heffron's consolidation service enables the member to record the commutation of one or more pensions and the commencement of a new pension with the commutation proceeds combined with any other accumulation balance from the fund.
Full/Partial Pension Commutation
$330
Heffron's commutation service enables the member to record the commutation of one or more pensions from the fund.
Commutation of a market pension under the amnesty
From $880
Heffron's service enables the member to record both the commutation of a market linked pension and how the commutation proceeds are dealt with (eg rolled back to accumulation phase, used to commence a new account-based pension or paid out of super as a lump sum payment).
Commutation of a complying lifetime pension under the amnesty
From $880
Heffron's service enables the member to record both the commutation of a complying lifetime pension and how the commutation proceeds are dealt with (eg rolled back to accumulation phase, used to commence a new account-based pension or paid out of super as a lump sum payment).
Lump Sum from Accumulation
$165
Heffron prepares the documentation to record a lump sum payment from a members accumulation account within the self managed superannuation fund.
Reversionary Changes for Existing Pensions
$165
Members of an SMSF may wish to add or remove a reversionary pensioner to specific pension accounts and Heffron prepares the documentation to record this decision. This service is only available to SMSFs who operate under the Heffron 3.0+ governing rules.
For funds not on Heffron 3.0+ governing rules, you will need to complete a Trust Deed amendment (additional fees apply) for Heffron to complete this request.
Contribution Splitting
$165
Heffron prepares all the required documentation to record a contribution split within a self managed superannuation fund including relevant letters, minutes applications and statutory forms.
Contribution – Deferring allocation
$330
Heffron prepares the documentation to record the deferment of contributions received by the Fund in one financial year & allocate them to the member into the next financial year within a self managed superannuation fund, including the partially completed requests to send to the ATO.
Discounts available for Heffron administration clients.
Reversionary Pensioner - Document Template
$330
Adding or removing a reversionary pensioner without stopping or restarting a pension could be desirable in cases where the pension is grandfathered for income test purposes (i.e. age pension or Commonwealth Seniors Health Card) or in order to prevent the tax free/taxable components of the pension mixing with accumulation money held by the member in that fund.
Documentation is key here and Heffron has developed a document template that provides the member instructions and the resolutions and minutes required.
Transition to retirement income streams moving to retirement phase - Document Template
$330
Heffron has a template pack that provides the resolutions/minutes needed to record the move into retirement phase for an existing transition to retirement pension. This template pack can be used for all financial years from 2017/18 onwards.
There is no limit on the number of funds or members for whom these templates may be used – the pack is a tool for accountants or advisers to use in their practice as many times as they wish or for trustees to use for one or all members.
Super Toolkit – Professional Tier
$220/month
The professional tier of the Super Toolkit allows you to self-generate an unlimited number of:
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Compliant investment strategies;
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Pension establishment documentation; and
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Prospective benefit payment instruction documentation.
Our updated Transfer Balance Cap calculator is also available through this tier.
