SMSF Services

Individuals

Heffron is Australia's Premium Comprehensive SMSF service provider.

The key benefits of our service for you are as follows: 

• A Personal Relationship - You will have your own SMSF account manager who you can contact whenever you like. Your account manager is a highly trained and experienced SMSF expert who will be able to deal personally with all of your SMSF needs, questions or queries. They will also make sure you keep up to date with developments in the SMSF industry and the impact those developments are likely to have upon you.

• Technical Advice - You will have access to one of the most highly regarded technical services teams in Australia via your personal invitation to our SMSF trustee presentations, online webinars (refer to our attached examples under Reference Documents) and regular newsletter service. You will never be left wondering whether there are any SMSF planning opportunities that you have missed or SMSF threats of which you were unaware. You can also obtain personal written advice at any time specific to your needs.

• Single Relationship - You will never have to worry about finding any additional suppliers for your SMSF again with accounting, tax, legal documentation and actuarial expertise easily accessed within Heffron via your SMSF account manager.

• High Level SMSF contacts – Our senior staff are closely involved in the development of the SMSF industry via their participation in high level forums promoted by the professional bodies, the ATO and Treasury. They have developed extensive high level contacts within the compliance section of the ATO and major professional bodies so that if your fund does have any compliance issues, or you are looking for input in relation to a unique transaction, Heffron is able to get prompt and confidential clarification with respect to your issue.

• Industry Leading SMSF administration – With over 10 years SMSF administration experience, Heffron is exclusively resourced to provide you with a specialised SMSF administration service. This means your work will always be turned around quickly and accurately. If you are due a refund from the ATO, you will receive it without any follow up required. 

Online Fund Reporting

Online fund reporting is available for funds that hold assets which can "data feed" transactional data automatically in to our system. We have attached the most recent list of applicable data feed sources under Reference Documents. A trial long-on can be provided upon request. 

Finally, we also charge a fixed dollar fee for of our SMSF service – the size of your SMSF should not determine your fee.

Please refer to the attached FAQ document, which explains in further detail how we would look after your SMSF from an administration and compliance perspective and also provide you with access to our high quality administration team.

Please call Ben Smythe on 1300 172 247 to discover the benefits of Heffron's Premium Comprehensive SMSF service offering for Individuals.