Administration Fee
Audit Fee
Total Annual Administration Fee (incl. GST)
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$2,585
$585
$3,170
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$3,160
$585
$3,745
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From $3,735
$585
From $4,320
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SMSF Establishment
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Existing SMSF – Transition to Heffron
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Preparation of Financial Statements and Tax Return
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Independent Annual Audit
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Annual Compliance Review
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Online Access to Fund Documents and Information
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Annual Strategic Review
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Dedicated Relationship Manager
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Investments
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Cash Accounts
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Macquarie CMA / NAB CMA / CBA CMA
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Unlimited
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Unlimited
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Share Trading
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CommSec / Macquarie Online Trading / nabtrade
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Unlimited
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Unlimited
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Wrap Investment
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Macquarie Wrap / BT Wrap / Panorama
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Unlimited
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Unlimited
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Term Deposits
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Australian Money Market
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Unlimited
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Unlimited
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Property Administration
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Up to three properties
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Unlimited
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Foreign Assets, Private Unit Trusts or Companies, Derivatives, Options, Warrants and Similar Financial Instruments
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Collectibles and Precious Metals
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Cryptocurrency
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Structures
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Pension Accounts
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Limited Recourse Borrowing Arrangements
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Up to 3
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More than 3
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Reserves
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Segregated Assets
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Add-ons
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Quarterly BAS/IAS Reporting
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$660 pa
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$660 pa
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$660 pa
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Annual BAS
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$110 pa
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$110 pa
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$110 pa
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ASIC Agent - Special Purpose
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$210 pa
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$210 pa
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$210 pa
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ASIC Agent - Borrowing Trust
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$465 pa
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$465 pa
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$465 pa
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Actuarial Certificates
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$176 pa
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$176 pa
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$176 pa
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Mailbox Service
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$350 pa
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$350 pa
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$350 pa
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ROPS
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$575 pa
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$575 pa
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$575 pa
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More details about add-on services
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Download now
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