SMSF Services

Accountants

Heffron is Australia's Premium Comprehensive SMSF service provider.

We have invested heavily in attracting, developing and retaining our key people and they provide Accountants with a service that focusses on the following attributes:

• Accuracy
• Timeliness
• Expertise
• Efficiency
• Access to key staff

We are best placed to work with an Accountant who values these types of attributes and is seeking a partnership with a premium comprehensive SMSF service provider. Our particular skill for Accountants is the use our extensive knowledge to develop unique and practical solutions for their clients in a constantly changing legal environment.  

As an Accountant you can rely on Heffron's breadth of experience and expertise to provide you with a premium comprehensive SMSF solution every time. 

Case Study - Accountant / Heffron partnership

We were contacted by a mid-tier accounting practice that had been providing a SMSF service for their clients for many years after hearing Meg present at the national SPAA conference. They had originally developed a close relationship with a particular SMSF supplier but over time had found themselves growing apart from where that firm was heading and also losing confidence in the technical support they were receiving and questioning some of the strategies that they were promoting.

During an initial meeting we explained the comprehensive range of SMSF services we provide Accountants. We followed that meeting with a presentation of our Discussion Document which explained how we would interact with their office in respect of their SMSF clients.

 They were particularly impressed that they could access everything they needed from the one supplier, including trust deeds, technical support, pension certificates and some in-house training for their SMSF accounting staff.  They have now committed to a new partnership with Heffron and they have commented that the single relationship with a high quality technical SMSF firm is an ideal fit for their firm.