Why choose Heffron as your fund administration provider?
Your own dedicated Client Relationship Manager
Your one point of contact is supported by a specialist team of accountants and technical experts.
You can rest assured knowing that our team of experts is here to support you in case of any issues or when handling complex tasks.
When you choose Heffron you're choosing the best
No other SMSF administration provider has the same technical strength as we do allowing you to confidently maximise the advantages of SMSFs without the need to become a compliance expert yourself.
Our team educate the experts, consult with the ATO and provide advice in relation to legislative changes.
24/7 access to our online administration portal
Gain efficiencies and streamline SMSF management by having all your funds in one place.
Use our online admin portal to communicate with your team, track client fund progress, view pension minimums, previous financials and permanent documents.
Our transition process is fast and pain-free
We take on the heavy lifting for you.
Learn more about how it all works by seeing our transition process.
SMSF Administrator of the Year 5 years running
Your clients' funds are being handled by an award-winning team of technical experts.
Packages to suit all investment portfolios
Our full-service administration packages are designed to be flexible, to meet the evolving needs of you and your clients. The online portal provides a wealth of information in relation to your clients’ SMSFs, empowering self-service through a user-friendly platform.
Streamlined
$2,530 (incl GST)
Very specific investments fall into this category (bank accounts and trading platforms from a short list of banks and institutions).
Standard
$3,090 (incl GST)
Covers investments in a ‘typical’ SMSF such as cash, term deposits, property, share and wrap platforms with any institution. 80% of funds fit into this category.
Advanced
$3,650 (incl GST)
Extends coverage to more niche holdings like collectables, crypto, foreign assets, extensive property portfolios, private trusts and companies.
All packages include:
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Annual Compliance and Strategic Review to help optimise a fund’s future benefit and ensure your clients are making the most of their SMSF |
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Timely Preparation of Financial Statements and Tax Return |
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Independent Annual Audit |
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Online Access to Fund Documents and Information |
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Proactive and dedicated Relationship Manager |
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Complimentary pass to the annual Super Intensive Day (virtual) |
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Complimentary pass to the Adviser 1/2 Day (in-person) |
We're here to help
Find out how our service will meet your business needs.
Michael Lorimer
Sheldon Marlowe
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.
Ready to get started?
Set up a client's SMSF
Move a client's SMSF
Documentation Services
SMSF wind up service
At Heffron we are experts at providing you with ‘Everything SMSF’ and that includes wrapping up any years that are outstanding, and supporting you to wind up an SMSF if it is no longer right. Follow the link below to learn more about how we can help.
From our clients...
“We have been using Heffron to assist with the administration of our SMSFs for over a year now and we have been impressed with their quick turnaround times and utmost professionalism.
Heffron is a complete administration solution that assists us with new fund setups, annual administration and technical support. We highly recommend Heffron for all SMSF administration, technical and training requirements.”
Aziz Meherali
Principle | Elixir Wealth
“Maestro is an extremely helpful tool to allow us to engage with the staff at Heffron. All of Heffron's staff are extremely helpful and aid in providing the best client/adviser experience.”
Brendan Tangye
Lee Clarke & Co
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