Document Services - Fund Management

Trust Deed Amendment
(for Heffron Admin clients) $440

Heffron's trust deed is a key part of the establishment service. In conjunction with a lawyer specialising in estate planning and SMSFs, it has been specifically developed for SMSFs to accommodate all of the latest SMSF and estate planning strategies.

Trust Deed Amendment
(for non Heffron Admin clients) $715

Heffron's trust deed is a key part of the establishment service. In conjunction with a lawyer specialising in estate planning and SMSFs, it has been specifically developed for SMSFs to accommodate all of the latest SMSF and estate planning strategies.

Change of Trustee $715

The SMSF's current deed will be reviewed to determine how the change of trustee can be made before preparing the required documentation to record the change. Depending on the requirements in the Fund’s Trust Deed/Governing Rules, the contents may vary. However, in all instances the package will contain a Change of Trustee Deed.

Changes to Fund Associates $330

When a member or director is added or removed from the SMSF.

As part of this service, Heffron prepares the various notices, applications, consents and minutes required to record the changes. The contents of the package will vary depending on the requested changes.

Investment Strategy $22

We are taking our deep technical knowledge of all things SMSF and making it accessible to you in different ways. The first component of our Heffron Super Toolkit is a guided wizard that helps you articulate a client's investment strategy and confidently document it to meet auditor and ATO requirements. Subscribe for $20 (+GST) per user per month and gain access to each new component as it’s released.

Limited Recourse Borrowing Arrangement
– Related Party & Third Party $1650

Heffron arranges the preparation of the documents to legally implement a borrowing structure, within a self managed superannuation fund where funding is provided to the SMSF in the form of a Limited Recourse Borrowing Arrangement. The legal documentation for the LRBA will be prepared in conjunction with a specialist lawyer from Sydney Business Lawyers.

Related Party Mortgage documents $1540

Heffron arranges the preparation of the documents for the related party mortgage required. The legal documentation will be prepared in conjunction with a specialist lawyer from Sydney Business Lawyers.

Death Benefit Nomination
– Binding & Non-Binding

Heffron can provide death benefit nomination templates for all Funds on the Heffron 3.0+ deed rules. To request a template, please contact clientsupport@heffron.com.au.

Unfortunately, for funds not on Heffron 3.0+ deed rules, you will need to complete a Trust Deed amendment (cost, from $440) to receive the templates.

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 Overseas Pension Scheme Notification form together with the Amended Trust Deed, with HM Revenue & Customs on behalf of the SMSF Trustee. A Trust Deed Amendment may be required to satisfy the definition of a Recognised Overseas Pension Scheme - this can be prepared by Heffron at an additional cost.

Company Constitution Upgrade $165

Where a director chooses to change the purpose of a company, Heffron prepares the documentation to upgrade the company's constitution. Where Heffron is the ASIC agent, we will also notify ASIC of the change.

Company Establishment $715

Heffron prepares 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.

Alternate Director $330

A fund can nominate an alternate director of the company to act as the trustee of the self managed superannuation fund for a period of time.

As part of the add an alternate director service, Heffron prepares the following:

  • Notice of appointment of Alternate directors containing the details and conditions of the appointment,
  • Form of consent to act as an alternate director,
  • Minutes confirming the appointment of the alternate director,
  • Consent letter confirming the willingness of the Company & alternate director to act as Trustee of the Fund, and
  • Australian Taxation Office’s Trustee Declaration required by the ATO to be signed within 21 days of the appointment.

As part of the remove an alternate director service, Heffron prepares the following:

  • Letter from the Directors advising the Alternate director of their removal,
  • Minutes confirming the cessation of alternate directorship,
  • Consent letter confirming the company’s willingness to continue to act as the Trustee of the Fund, and
  • Minutes confirming the signing of the above.

Change of Fund Name $440

Heffron prepares the documentation required to change the fund name as part of our Trust Deed Amendment service.

Price starting from $440.

Relationship breakdown – Payment split

When a relationship breaks down and superannuation balance(s) are to be split under the Family Law Act, obtaining a court order or superannuation agreement is just the start of the process.

In an SMSF, both the trustee and the “recipient” member need to prepare certain documents and do certain things in order to effect the split of the superannuation balance(s) and to comply with the superannuation law.

As part of this service, Heffron prepares the relevant documents (ie various notices required under superannuation law and trustee minutes) in order to formalise the split of the superannuation balance(s).

We charge on a time-cost basis for the documentation at an hourly rate of $484 (incl GST).