Advisers
Heffron is Australia's Premium Comprehensive SMSF service provider.
We have invested heavily in attracting, developing and retaining our key people and they provide Advisers with a service that focusses on the following attributes:
- Accuracy
- Timeliness
- Expertise
- Efficiency
- Access to key staff
We are not a wholesale provider of services but rather are best placed to work with an Adviser who values these types of attributes and is seeking a partnership with a premium comprehensive SMSF service provider. Advisers who are focussed solely on finding a cheap SMSF service provider will not value what Heffron brings to the table.
As an Adviser you can rely on Heffron's breadth of experience and expertise to provide you with a premium comprehensive SMSF solution every time.
Case Study - Adviser / Heffron partnership
We were contacted by a 2 man advisery business who had become disillusioned with SMSFs in general due to the poor level of support they had been receiving from their SMSF provider. They wanted to grow his SMSF business but were constantly being let down by their existing SMSF administration provider with errors and mistakes and in trying to rectify these problems they realised that they didn't have any sort of meaningful relationship with them.
We firstly presented them with our Discussion Document which explained how we would interact with their office in respect of their SMSF clients. They then came to our head office for a site visit to view our systems first hand and also importantly meet a number of our key people.
They were impressed by our offering and agreed to some test funds. Three years later we are now their SMSF administration provider of choice and they have grown their SMSF business dramatically and advise over 60 SMSFs using Heffron's fund administration service.
Call us on 1300 172 247 to discover the real benefits of Heffron's premium comprehensive SMSF service offering for Advisers.