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Set up your SMSF

We've tailored a solution to help meet your needs. Enjoy greater choice and flexibility with your SMSF. 
 

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 15 years and was recently voted Smart Investor's 2015 Best SMSF Administrator.

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.

Find out more about the details of the offer.

Set up your SMSF today

We're giving you the tools to get started

Get access to:

  • A great value establishment service*
  • Expert help in managing your SMSF
  • An easy online application
  • Access to international and domestic shares through nabtrade  
  • A NAB cash transaction account and access to NAB Internet Banking

* Exclusive pricing for NAB customers. View full pricing schedule.

How the set up process works

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Setting up your SMSF requires time and effort. 

That’s why we’ve partnered with Heffron to help guide you through the process and help you unlock the benefits of your SMSF.  

Visit the insights & strategies hub so you can familiarise yourself with the risks and benefits before you get started. 

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Simply complete the online application form and submit your application. 

Apply in less than 20 minutes.

Get started

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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.

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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. 

4. Learn more about managing your SMSF at our insights & strategies hub.

Details of the offer

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 Heffron's SMSF administration service.

Heffron pricing schedule  
Set up fees (inc. GST)
SMSF establishment (one-off fee)
- Fund establishment
- Trust deed 
- Registration with ATO including ABN and TFN application
$495
Corporate Trust establishment fee
(if applicable)
$715
Ongoing fees (inc. GST)
Administration fees (p.a.)
- Tax preparation and financial reporting
- Set up data feeds between Heffron and NAB
$1545
Annual audit (p.a.) $495
NAB fees and charges apply - please refer to the relevant Product Disclosure Statements available on nab.com.au
View full pricing schedule

Ready to start your SMSF journey?

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Call us 13 13 80

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Call Heffron 1300 851 643