Masterclasses 2021

Our June Masterclasses on Death Benefits and SMSFs & Related Parties use real-life case studies to walk you through strategies to help you help your clients.

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Transfer Balance Cap calculator

Calculate your clients' personal transfer balance cap with our FREE online wizard

Heffron Super Companion

Find the answers to your SMSF questions, all in one place. See how it works for yourself – book a demo today.

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Your Independent Self Managed Super Fund Partner

We provide a complete solution to strengthen your capability in the self funded retirement income space.

What We Do

Developed out of years of experience, we offer a range of self managed super fund (SMSF) education, technical support, tax, compliance and implementation services to help guide your decisions in order to maximise opportunities and avoid risk.

For Accountants

We offer a bespoke range of services allowing us to work with you in your preferred way. If you need help with problem solving, advice, or support on implementation we can free you up to focus on managing client relationships and providing high level expertise to your trustees when they need it.

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For Advisers

As your partner we will design a tailored solution to suit your technical and practical SMSF needs. By providing the technical support you need and taking care of SMSF compliance behind the scenes, you can focus on what you do best – adding strategic value for your clients.

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For Individuals

Our goal is to help more Australians plan for retirement by providing everything required along the SMSF journey. Let us help you discover if an SMSF is right for you. We will guide you through the sign up process giving you the tools, education and support you need to make the most of your SMSF.

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Your SMSF journey starts here

Whether you are new to SMSFs or an experienced practitioner, we provide you with the tools and educational materials to confidently manage your SMSF.

1

Build your knowledge
2

Set up your SMSF
3

Manage your SMSF

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Who We Are

Our team of award-winning specialists combine their extensive technical and practical expertise with a passion for raising standards helping trustees achieve their retirement goals.

We are proud to be an SMSF Association educator.

The SMSF Association is dedicated to lifting the standards of professional SMSF advice and services through quality SMSF education. The association has a CPD accredited education program to validate SMSF education for practitioners.

Heffron Community Engagement

We are proud to support the Kaden Centre. The Kaden Centre delivers custom, targeted exercise programs to people experiencing all stages of cancer, safely prescribed and guided by exercise and health professionals.