NEW FINANCIAL YEAR OFFER: No Six Park fees for three months if you fund a new account before the end of August.
Six Park and our SMSF partner, Heffron, believe in transparency and making the complex seem simple. Six Park provides smart investment management, while Heffron takes care of your SMSF administration. Smart technology reduces the time involved in managing your own SMSF, and gives you world-class investment advice and management, all for a super-low cost. Sounds super, right?
Traditionally, self-managed super funds have been expensive to set up and administer. But technology has helped lower costs and improve ease of meeting compliance and reporting requirements.
Six Park and Heffron will support you every step of the way as you set up or transfer your SMSF, making the process simpler and giving you more time for the things that you love in life.
A sound investment strategy is key to the long-term growth of your superannuation. Six Park will develop a superannuation growth strategy based on your investment horizon and risk profile, which is invested across a globally diversified, low-cost mix of asset classes including domestic and international shares, bonds, property and infrastructure.
Our investment approach is founded on well-established principles of Modern Portfolio Theory, which earned several of its creators a Nobel Prize in Economics.
Six Park's uniquely qualified and experienced Investment Advisory Committee helps oversee our investment management, while Heffron is one of Australia's leading independent SMSF administration services. Together, we offer transparent, unconflicted service and unparalleled value for money.
Establish your SMSF
Complete your SMSF application online. It’s completely paperless and our team will assist at every step.
Once your SMSF has been established, you can roll over your balance, direct your employer contributions and implement your investment strategy.
Each year, Heffron will organise your tax and compliance work and we will ensure your Six Park investment still suits your risk profile.
Heffron's SMSF establishment and administration fees include:
One-off set-up fee for individuals
Fund establishment trust deed, registration with ATO including ABN and TFN application.
One-off fee for corporate trustee establishment (if applicable)***
Includes ASIC company registration fee.
Ongoing admin and annual audit**
Tax preparation and financial reporting.
* This fee applies to SMSFs that exclusively hold Six Park investments
** Heffron offers a range of additional services, fees apply
*** If a corporate trustee is selected, Heffron is to be appointed as the Registered Agent, incurring an additional cost of $176pa including ASIC fees
Our management fees include:
|Amount invested with Six Park||Fee*|
$10,000 – $199,999.99
$200,000 – $499,999.99
Note: Each ETF in your portfolio will charge management fees to cover their admin/operating costs. These fees flow to the ETF issuer (not Six Park) and are incorporated in the share price of the ETF. The overall management fees on the ETFs in our portfolios are approximately 0.25% per annum but depend on your portfolio selection.
* Fees based on total average account balance, charged monthly.
** If you are overseas, banks may impose fees on any foreign exchange conversion, or international payment instructions.