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!
The business’s founders, Martin and Meg Heffron, both worked as superannuation experts for large public and corporate superannuation funds. They set up Heffron SMSF Solutions to bring that professional superannuation expertise into the hands of SMSF trustees, accountants and financial advisers. It’s been a wonderful journey so far. SMSF trustees and the professionals that support them have more information and better services available to them than ever before. We like to think we’ve played a small part in raising standards to make SMSFs more accessible, safer and simpler today.
But there is still much more to do!
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.
Our Secret Formula
Heffron is unique in this industry. We pride ourselves on being:
- Independent – we’re not owned by, licenced by or beholden to any financial institution and we have no vested interest in the product choices our clients make. SMSF have always been about choice and flexibility and our role is to help everyone enjoy that freedom.
- Transparent - when we quote you a price, what you see is what you pay. There are no extra commissions or product fees to us behind the scenes.
- Comprehensive - our clients tell us they value the breadth of our SMSF solutions. We’re not an accounting firm, financial planning firm or legal firm. We’re an SMSF firm. If you have an SMSF issue, we can help or we can find you someone who can.
- Here to stay – not only have we been around for nearly 20 years but we intend to stay that way. We serve over 3,000 funds, 6,000 members and 1,000 accountants, financial planners and other professionals.
- Expert – SMSFs don’t need to be complex but you do need to know the rules and strategies to get all the benefits they offer. This has always been our strength.
- Practical – knowing everything there is to know about SMSFs is nice but it’s not much help if you can’t turn it into action. Our name says it all. We provide solutions not information.
Smart Investor - 2015 Best SMSF Administrator
The judges described Heffron as “quite simply the best in class when it comes to the administration of your SMSF. With a track record stretching back almost 20 years, Heffron is a trusted and transparent operator in a sector that continues to evolve at speed.” They particularly highlighted our flexibility and our ability to assist with complexity should it arise.
SMSF Adviser - Actuarial Certificates - Highly Commended (2014 & 2015)
One of our key services to SMSF accountants is our actuarial certificates and we have invested considerable resources in making the process seamless and inexpensive without compromising on quality or technical oversight. This is an award voted on by clients themselves rather than an external panel and we were thrilled to receive a “Highly Commended” in both years we’ve participated.
SMSF Association (formerly SPAA) - Educator of the Year
We are the holders of this award and it recognises the contribution we make to the education of SMSF practitioners via webinars, face to face training and participation in conferences. We pride ourselves on our ability to offer practical solutions to accountants and advisers alike and this award is testament to the high regard in which we are held for that capability by both our clients and our professional body (the SMSF Association).
"We utilise Heffron's technical, administration and educational services on a daily basis. The service and advice we receive is nothing short of excellent to the point that our ongoing relationship is a great asset to our business."
"It is the most pleasant and beneficial relationship that I have enjoyed in the 30 years I have acted as an adviser."
We aim to attract and retain the best SMSF professionals Australia who are passionate about delivering valuable services to clients.
If you are looking to create or further your career in the SMSF industry then the opportunity to work with industry leaders should make Heffron your employer of choice.
We are always on the look out for high quality staff who will enhance our service offering for clients. If you are interested in developing and progressing your career, and working in one of Australia's largest independent SMSF providers, please click below to preview the current Heffron positions available.