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 2024

Streamlined

 Standard Advanced

Administration Fee

Audit Fee 

Total Annual Administration Fee (incl. GST)

$2,520

$570

$3,090

$3,080

$570 

$3,650

From $3,640

$570

From $4,210

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

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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

      

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

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Collectibles and Precious Metals

Cross

Cross

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Cryptocurrency

Cross

Cross

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Structures

      

Pension Accounts

Up to three pensions per member

Up to four pensions per member

More than four pensions per member

Limited Recourse Borrowing Arrangements

Cross

One LRBA

More than one LRBA

Reserves

Cross

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ROPS

Cross

Cross

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Segregated Assets

Cross

Cross

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Add-ons

      

Quarterly BAS/IAS Reporting

$640 pa

$640 pa

$640 pa

ASIC Agent - Special Purpose

$200 pa

$200 pa

$200 pa

ASIC Agent - Borrowing Trust

$450 pa

$450 pa

$450 pa

Actuarial Certificates

$176 pa

$176 pa

$176 pa

Mailbox Service

$340 pa

$340 pa

$340 pa

More details about add-on services

Download now

    

© 2025 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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