Service Providers

Services Offered

Set-up fee for individual trustee $715
Annual administration fee for $500,000 in assets (accumulation phase) $2,750
Annual administration fee for $1,000,000 in assets (accumulation phase) $2,750
Audit Included
Pension phase fee $1,100
Property & collectables Yes – no extra fees
Number of investments an SMSF can hold 150 transactions
Online access No
Reporting Annual

About

Established in 1998, Heffron provides SMSF administration, technical support, accounting and taxation, compliance and auditing services. Their fund administration services are set at a fixed price and are not based on the size of your fund.