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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.
Heffron's team of experts lead the industry having won awards for SMSF administration, education, documents, actuarial certificates and more.
Heffron's products & services are comprehensive, but dedication to quality is paramount
Heffron's technical experts seem committed to burning the candle at both ends. Enjoy the spoils!
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.
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.
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.
For the past 9 years Heffron has taken care of the accountancy requirements for our self-managed super fund.
We were so impressed with their knowledge, attention to detail and reliability, that last year we requested that Heffron undertake the administration of our SMSF.
The transition from utilizing financial advisers, to becoming a direct client, has been a smooth and worthwhile progression.
Heffron have continued to consistently deliver first class and reliable service, and this has enabled us to better manage our own fund.
We have the confidence of knowing that we are meeting all SMSF compliance requirements, as well as being kept abreast of all legislative changes.
For us it is comforting to know, that Heffron is always available, just at the end of the phone.
We first contacted the team at Heffron Consulting to assist in managing a SMSF. Since forming a business relationship with Heffron we have found them to be very professional, reliable and available to personally contact.
A consulting business of this nature is a valuable asset when dealing with the rules and regulations of a Self-Managed Superannuation Fund, and our consultant's knowledge and the manner in which the accounting information is communicated to us, allows for an easier process to manage the fund.