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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.

How the set up process works

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LEARN

 


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.  

Before you set up an SMSF it's important you familiarise yourself with the risks and benefits of running a fund.

 

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APPLY

 


Simply complete the online application form and submit your application. 

Apply in less than 20 minutes.

 

 

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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.

 

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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. 

 

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 SMSF administration service.

For more information about starting an SMSF, please email us at smsf.service@nabtrade.com.au  or call our dedicated SMSF team on 1300 184 139 - Monday to Friday, 8am - 6pm (AEST).

 
Important information

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
 $1,545

Annual audit (p.a.)

 $495

View full Heffron pricing schedule.
For NAB fees and charges refer to the Product Disclosure Statements on nab.com.au

 

Get started Set up your SMSF

By applying for this SMSF Establishment Service you’ll get access to the following products and services.

NAB 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

 

 

Heffron services
  • SMSF establishment
  • Corporate establishment (if applicable)
  • Administration services
  • Annual audit

See above for Heffron pricing, or download the full pricing schedule (PDF 297kb).

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