As a registered tax agent, Heffron has a range of responsibilities and obligations under the Tax Practitioners Board’s (TPB) Code of Professional Conduct and also under taxation law. To assist in understanding your obligations as a taxpayer as well as Heffron’s obligations as a registered tax agent, the TPB has prepared an Information for Client Factsheet. The factsheet includes details of how you can search the TPB’s register of tax agents and, where relevant, how you can make a complaint to the TPB about a tax agent service we have provided. 

Company Establishment

$1,007

Heffron organises all relevant documentation required to establish a new Private Pty Ltd or SMSF Special Purpose company on your behalf and registers the company with ASIC.

The legal documentation will be prepared in conjunction with a specialist lawyer from Cooper Grace Ward.

Complete form

Fund Establishment

$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.

This service is only available where Heffron will be completing the ongoing administration. This fee is one off at time of establishment with ongoing administration fees charged annually.

 

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Investment Strategy

$33/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 Fund's investment strategy, confidently documenting it to meet auditor and ATO requirements.

No lock in period, unsubscribe at any time.
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Recognised Overseas Pension Scheme (ROPS) Registration

$715

Heffron prepares the documentation to register the self-managed superannuation fund for ROPS for people over age 55 who want to bring their UK pensions across to Australia.

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.

Complete form

© 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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