National Australia Bank (NAB) has collaborated with Heffron SMSF Solutions to introduce a new self managed super fund (SMSF) establishment service that will help investors to set up and administer their own fund.
Under the partnership, Heffron will provide a fully featured set up and administration service, facilitating ATO registration, cash and trading accounts and ongoing admin through one online form.
Go deeper with GlobalData
SMSF investors will also get a complete administration service from Heffron, including preparation of financial statements, member statements and operating statements; tax lodgement; online access to all fund investments; and up to date reporting of contributions and pensions.
Founded by Martin and Meg Heffron, the independent SMSF administrator is providing administration services for more than 15 years.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
