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Heffron for individuals

Are you ready to learn about self-managed super?

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Heffron for advisers

Analysis, recommendations and execution for complex SMSF circumstances.

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Heffron for accountants

We deliver everything, from admin and compliance tasks to specialist advice.

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Who we are

At Heffron, we’re passionate about raising standards.


When the business started back in 1998, SMSFs were often seen as complicated, hard work and even a distraction from real financial planning and accounting work. Trustees that had decided to explore this new horizon were brave trail blazers and SMSFs certainly weren’t discussed at BBQs!

Whether it’s running your own fund or helping someone else manage theirs, let us help you focus on the exciting opportunities with SMSFs rather than spending your time on compliance.

A winning team

Heffron's team of experts lead the industry having won awards for SMSF administration, education, documents, actuarial certificates and more.

The Heffron way

Heffron's products & services are comprehensive, but dedication to quality is paramount

Independently owned

Heffron isn't owned by, licensed by or beholden to anyone. Enjoy the flexibility of your SMSF with our support.

Certified experts

Our team is passionate about removing the complexity from your SMSF. We're here to help.

Flexible service

Choose from our comprehensive suite of solutions, paying only for what you need, when you need it.

Transparent

Clear pricing without product commissions and additional fees means you can always trust a Heffron quote.

Forward thinking

A dedicated technology team is building a self-service portal, placing your SMSF at your fingertips.

Industry voice

Meg Heffron is the SMSF industry's most respected expert, providing strategic guidance to clients & legislators alike.

Heffron Blog

Heffron's technical experts seem committed to burning the candle at both ends. Enjoy the spoils!


BGL Simple Fund 360 Actuarial Certificate integration now live

Accountants who use BGL Simple Fund 360 for their SMSF clients can now request actuarial certificates from Heffron with no re-keying, no hassle and an immediate certificate where the fund passes all our automated checks and balances.  We have also taken this opportnity to review the way we bundle our services to construct a range of special offers for BGL 360 users to celebrate our integration.


Downsizer contributions and First Home Saver Superannuation Scheme (FHSSS) passed

The Bills necessary to make both the above measures law have now received Royal Assent.

Both were May 2017 budget measures and will take effect from 1 July 2018.  (Further changes to the Superannuation Industry (Supervision) Regulations 1994 will be required but these do not require a vote in parliament and are expected to progress smoothly.


Segregating in SMSFs beyond 1 July 2017

Understanding when a fund is "segregated" for tax purposes is critical in applying the tax rules to SMSFs providing pensions.  An important rule change from 1 July 2017 means that some funds are no longer classified as segregated even if they very much look like it - for example, they are entirely in pension phase.  In this article we explain which funds are actually no longer allowed to segregate for tax purposes and what that means when it comes to their tax exemptions.