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 25 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.
What’s included when you set up your SMSF
Heffron will set up your SMSF and register it with the ATO. Once Heffron have set the fund up, you will receive instructions on how to open your NAB Cash Manager account and nabtrade accounts. Once we have your applications, we’ll then open your NAB accounts, so you can manage your fund in one 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
Heffron SMSF Solutions ABN 88 084 734 261 AFSL 24173 is an SMSF service provider offering set up, administration and ongoing support services. Heffron has partnered with National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit License 230686 (‘NAB’) to provide an SMSF establishment service through which NAB products are offered as described in the disclosure documentation. The nabtrade service (nabtrade) is the information, trading and settlement service provided by WealthHub Securities Limited ABN 83 089 718 249 AFSL No. 230704 (WealthHub Securities), a Market Participant under the ASIC Market Integrity Rules and a wholly owned subsidiary of NAB. NAB doesn’t guarantee the obligations or performance of its subsidiaries or the products or services its subsidiaries offer. Any advice contained in this letter has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice in this letter, NAB recommends that you consider whether the advice is appropriate for your circumstances. NAB recommends that you obtain and consider the relevant Product Disclosure Statement or other disclosure document available at nab.com.au/smsf before making any decision about a product including whether to acquire, dispose or to continue to hold it.
How the set up process works
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.
Apply
Simply complete the online application form and submit your application.
Apply in less than 20 minutes.
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.
Activate
Once your fund is established:
1. You can now open your NAB Cash Manager and nabtrade accounts. Heffron will let you know when and how you open your SMSFs bank accounts.
2. You can rollover your existing superannuation balance.
3. You can direct any employer contributions to your SMSF.
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
Learn more about Heffron Pricing.
You'll now be directed to Heffron to complete the SMSF application form.
