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.
|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|
|Pension phase fee||$1,100|
|Property & collectables||Yes – no extra fees|
|Number of investments an SMSF can hold||150 transactions|