Fund Establishment – Documents only
$605
Heffron prepares all documentation to establish a new self managed superannuation fund including:
- the deed;
- member applications;
- PDS; and
- trustee declarations.
Heffron does not review documents for correct execution or apply for the ABN and TFN as part of this service.
Fund Establishment – Documents & ATO Registrations
$715
Heffron prepares all documentation to establish a new self managed superannuation fund.
This service includes:
- full review of all documents for correct execution
- apply for the ABN and TFN
- return all hard copy documents in a professional binder for your records.
Fund Establishment for Heffron Administration
$550
Heffron prepares all documentation to establish and administer a new self managed superannuation fund.
This service includes:
- review all documents for correct execution
- apply for the ABN and TFN
- return all hard copy documents in a professional binder for you to keep for your records.
Investment Strategy – Base Tier
$33/user/month
The superannuation law requires SMSF trustees to “formulate, regularly review and give effect to” an investment strategy for the fund.
Use Heffron Super Toolkit to create your client's investment strategy, confidently documenting it to meet auditor and ATO requirements.
No lock in period, unsubscribe at any time.
Recognised Overseas Pension Scheme (ROPS) Registration
$715
Heffron prepares the documentation to register the self-managed superannuation fund for ROPS.
This includes completing and lodging the required documents with HM Revenue & Customs on behalf of the SMSF Trustee
This form should be supplied to documentservices@heffron.com.au before completing the Fund establishment form, or immediately after to ensure the correct documentation is prepared.
