Why choose Heffron as your fund administration provider?

One point of contact

Your own dedicated Client Relationship Manager

You will have one point of contact who is supported by a team of accountants and technical experts, all working together to maximise the benefits for your clients' SMSFs.

Choose the best

When you choose Heffron you're choosing the best

No other SMSF administration provider has the same technical strength as we do at Heffron. Our team educate the experts, consult with the ATO and provide advice in relation to legislative changes.

24/7 online portal

24/7 access to our online administration portal

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 below.

See our transition process

Your clients' funds are being handled by an award winning team.

SMSF Administrator of the Year 5 years running

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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. All prices include GST.

Streamlined

$2,530

Very specific investments fall into this category (bank accounts and trading platforms from a short list of banks and institutions).

Standard

$3,090

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

Extends coverage to more niche holdings like collectables, crypto, foreign assets, extensive property portfolios, private trusts and companies.

All packages include:

+ Annual Compliance and Strategic Review to help optimise a fund’s future benefit and ensure your clients are making the most of their SMSF

+ Timely Preparation of Financial Statements and Tax Return

+ Independent Annual Audit

+ Online Access to Fund Documents and Information

+ Proactive and dedicated Relationship Manager

View full list of inclusions
Ready to get started?

Set up your client's SMSF with Heffron

Establish an SMSF now

Move your client's SMSF to Heffron

Transition an SMSF now
Get in touch

Still have questions on how our service will meet your business' needs? 
Our sales team is here to help. Follow this link to get started.

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_ELIXIR-PRIVATE-WEALTH

Aziz Meherali

Principal at Elixir Private Wealth

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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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