Why choose Heffron as your fund administration provider?
Get support when you need it from an expert who knows your fund inside out
You will have your own Client Relationship Manager who is proactively looking out for opportunities and risks while being supported by a team of skilled accountants and technical experts.
Choose the technical strength of the industry's forward-thinking 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 access to our online administration portal for added visibility
Use our online admin portal to communicate with your Heffron team and tap into their specialist advice. You can track your fund progress, view pension minimums, previous financials and permanent documents.
Our transition process is quick and easy
We take on as much of the process as possible and support you every step of the way. Learn more about how it all works below.
SMSF Adviser Administrator of the Year 5 years running
Your fund is being handled by an award-winning team of technical experts.
Fixed pricing based on a fund's complexity
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 (incl GST)
Very specific investments fall into this category (bank accounts and trading platforms from a short list of banks and institutions).
Standard
$3,650 (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
$4,210 (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 your fund’s future benefit and ensure you're making the most of your 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 |
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 your SMSF with Heffron
Move your SMSF to Heffron
Documentation Services
Hear from our clients...
“I am very happy with Heffron's service. I would like to thank Kylie Hancock and other team members for looking after our account so well.”
Matthew Duthy
Trustee client
“Heffron have been outstanding with their diligence and accuracy. I also appreciate your patience. Great work!”
Tyson Wilmott
Trustee client
“Heffron provides exceptional customer service in the 21st century and I won't hesitate to recommend Heffron to anyone.”
Wayne Gunning
Trustee client
“It is an absolute pleasure to have the Team at Heffron looking after our Superannuation Fund over the years.
We can access the Team at any time, by phone, email or in person. It is those PERSONAL phone calls with our Fund Managers that make all the difference, in a reassuring way, answering our questions and concerns, with a friendly, professional manner, and also in a very timely manner. In an increasingly technological world, and the ever increasing complexities of Superannuation, this PERSONAL contact, with real people at Heffron is absolute Gold. Our heartfelt thanks to the team at Heffron, as we could not do without you.”
Dale S
Trustee client
You may also be interested in...
Trustee Webinars
Whether you're working with an adviser or managing your own fund we can provide you with the latest information to keep you informed and educated on all things SMSF.
News & Insights
Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts. Select a topic of interest or browse our most recent articles.
Knowledge Centre
Our online resource provides complimentary access to trustee focused information relevant to each phase of the SMSF journey.
