How the set up process works
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.
SMSF establishment service pricing
|Fee type||Fee amount|
Individual account establishment (one-off fee)
|Corporate Trust establishment fee (if applicable)||$880
Ongoing administration – Streamlined
|Annual audit||$510 p.a.|
All prices include GST
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.
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