
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.
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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 |
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.