SMSF establishment service

We've partnered with Heffron SMSF Solutions to help you set up and administer your SMSF.

Heffron has been providing its SMSF Administration Services for over 20 years and is one of Australia's largest independent SMSF Administrators.

With Heffron you'll enjoy a complete administration, accounting and taxation, compliance, technical support and audit package, so you can spend your time focused on investing for your retirement.

Learn more about Heffron's Administrative Services , opens in new window

How the set up process works

Step 1. Learn

Setting up your SMSF requires time and effort, before you get started make sure you understand the risks and benefits.

Our partnership with Heffron will help guide you through the process and make the most of your SMSF.

Step 2. Apply

Simply complete the online application form and submit your application.

Apply in less than 20 minutes.

Step 3. Establish

Once Heffron has received your completed application:

  1. You'll receive an SMSF establishment pack for you to sign and return to Heffron.
  2. Heffron will register your fund with the ATO.
  3. You’ll receive your final fund details for your records.

Step 4. Activate

Once your fund is established:

  1. We'll open your NAB accounts and contact you with the details.
  2. You can rollover your existing superannuation balance.
  3. You can direct any employer contributions to your SMSF.

What’s included when you set up your SMSF

We can help you set up your SMSF, including cash and online trading accounts, and support you through the process from start to finish.

Heffron will set up your SMSF and register it with the ATO. We’ll then open and link all of your NAB accounts, so you can manage your fund in a convenient online experience.

You'll also receive a complete administration service from Heffron, including:

  • Preparation of financial statements, member statements and operating statements.
  • Tax lodgement.
  • Impartial third-party audit.
  • Online access to all fund investments.
  • Up to date reporting of contributions and pensions.

Find out more about the benefits of Heffron's SMSF administration service (PDF, 102KB), opens in new window.

Included products and services

By applying for this SMSF Establishment Service you’ll get access to the following products. Please ensure you read and understand the documents associated with each product before you start the application.

  • nabtrade - trading with integrated cash and high interest cash accounts
  • NAB Cash Manager - cash transaction account
  • NAB Internet Banking - online access to your NAB accounts.

Target Market Determinations are available at nab.com.au/TMD.

View disclosure documents

Please ensure you read and understand the documents associated with each product before you start the application.

Ready to set up your SMSF

You'll now be directed to the Heffron website to complete the establishment application form.

The information you provide in this application will be used by Heffron, NAB and nabtrade to deliver this service.

Apply now , opens in new window

Important information