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Do you know when you need an Actuarial Certificate?There are three profound changes that affect the tax exempt income available to pension fundsThis in turn affects actuarial certificates provided for these fundsOur Actuarial Certificate Q+A Wizard determines if and when the funds need a certificate -
Heffron Education: SMSF Fundamentals, designed for you, wherever you arelearn the theory and practice of SMSFs - starting at the basicslearn online, at your pace, theory and practical applicationFirst six modules released, register today
Problem Solved
Heffron's product & service offering tailored for you.
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.
First Class Service
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.
Outstanding, Professional and Reliable
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.