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 skilled accountants and technical experts that are at hand to help you get the most out of your SMSF.

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 your fund progress, view pension minimums, previous financials and master documents.

Our transition process is quick and easy

We take on the heavy lifting for you. Learn more about how it all works below.

See our transition process

Your fund is 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 administration packages are designed to provide flexibility for your needs. Our online portal provides a wealth of information in relation to your fund, empowering self-service through a user-friendly platform. All prices include GST.

Streamlined

$3,090

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

Standard

$3,650

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

$4,210

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 your fund’s future benefit and ensure you're making the most of your 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 SMSF with Heffron

Establish an SMSF now

Move your SMSF to Heffron

Transition your SMSF now

Hear from our clients

"I am very happy with Heffron's administration service. I would like to thank Kylie and other team members for looking after our account so well."

 

Dr Matthew Duthy

Direct Trustee

"Heffron takes the worry out of our retirement."

 

Sandra Frank

Direct Trustee

"Heffron have been outstanding with their diligence and accuracy. I also appreciate your patience. Great work!"

 

Tyson Wilmott

Direct Trustee

© 2024 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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