If you would like to discuss our SMSF Administration packages with our team, please get in touch here.

What makes a fund 'Streamlined'?

NB: The following fees apply from 1 July 2025

Streamlined

Standard Advanced

Administration Fee

Audit Fee 

Total Annual Administration Fee (incl. GST)

$2,585

$585

$3,170

$3,160

$585 

$3,745

From $3,735

$585

From $4,320

SMSF Establishment

  • SMSF establishment service $550

  • Special purpose SMSF trustee company establishment service $990

Set up form

Set up form

Set up form

Existing SMSF – Transition to Heffron

  • We do not charge a fee to take over an existing fund. However, we will charge the fund a full year’s administration fee for each set of accounts that we are required to prepare irrespective of when we take over the Fund.

Transition form

Transition form

Transition form

Preparation of Financial Statements and Tax Return

tick (1)

tick (1)

tick (1)

Independent Annual Audit

tick (1)

tick (1)

tick (1)

Annual Compliance Review

tick (1)

tick (1)

tick (1)

Online Access to Fund Documents and Information

tick (1)

tick (1)

tick (1)

Annual Strategic Review

tick (1)

tick (1)

tick (1)

Dedicated Relationship Manager

tick (1)

tick (1)

tick (1)

Investments

     

Cash Accounts

Macquarie CMA / NAB CMA / CBA CMA

Unlimited

Unlimited

Share Trading

CommSec / Macquarie Online Trading / nabtrade

Unlimited

Unlimited

Wrap Investment

Macquarie Wrap / BT Wrap / Panorama

Unlimited

Unlimited

Term Deposits

Australian Money Market

Unlimited

Unlimited

Property Administration

Cross

Up to three properties

Unlimited

Foreign Assets, Private Unit Trusts or Companies, Derivatives, Options, Warrants and Similar Financial Instruments

Cross

Cross

tick (1)

Collectibles and Precious Metals

Cross

Cross

tick (1)

Cryptocurrency

Cross

tick (1)

tick (1)

Structures

     

Pension Accounts

tick (1)

tick (1)

tick (1)

Limited Recourse Borrowing Arrangements

Cross

Up to 3

More than 3

Reserves

Cross

tick (1)

tick (1)

Segregated Assets

Cross

Cross

tick (1)

Add-ons

     

Quarterly BAS/IAS Reporting

$660 pa

$660 pa

$660 pa

Annual BAS

$110 pa

$110 pa

$110 pa

ASIC Agent - Special Purpose

$210 pa

$210 pa

$210 pa

ASIC Agent - Borrowing Trust

$465 pa

$465 pa

$465 pa

Actuarial Certificates

$176 pa

$176 pa

$176 pa

Mailbox Service

$350 pa

$350 pa

$350 pa

ROPS

$575 pa

$575 pa

$575 pa

More details about add-on services

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