How it works
SMSFs that are lodged late are often barred from receiving rollovers or contributions. That's the last outcome you want for your clients. We can offer you support where you need it most.
Our Accounting Support Solution gives you extra capacity in your back-office by handling as much or as little of the SMSF accounting as you need, using either your software licence or ours (Class or BGL 360).
As part of our unique 'Administration Partnership' service, you will have your own dedicated client relationship manager who will be your main point of contact for your funds as well as any other support you need.
The best part is there is no lock in and no on-going obligation. We can help you as little or as much as you need now and into the future.
Pricing
Our pricing reflects the complexity of your funds' investments when it comes to administration (preparing financial statements and a tax return).
Tiers include Streamlined, Standard and Advanced with Streamlined pricing starting at $1170 (which includes GST).
For an additional cost we can expand to include other services including: quarterly BAS/IAS reporting, actuarial certificates, audit, monthly processing, acting as the fund's tax agent (including lodging the return).
Choose Heffron
SMSF Adviser's SMSF Administrator of the Year 2019 and 2020
Contact us today.
Email sales@heffron.com.au
Call Michael Lorimer on 1300 433 376
