SMSFs have always been about choice and flexibility. Our role is to help everyone enjoy that freedom.
We are an independent SMSF specialist firm that helps trustees, financial advisers and accountants use SMSFs effectively as a retirement saving structure.
For 25 years we have been at the forefront of providing SMSF solutions and today we are one of Australia’s largest independent SMSF service providers.
Our team of market leading experts provide education and training, technical support for advisers and accountants, and implementation services such as administration, actuarial certificates and document creation. With our many years of practical experience we can help you get the most out of your SMSF.
Why you should partner
Our team of nationally-recognised SMSF specialists are known for their deep superannuation expertise, with an overlay of practical know-how from their technical industry backgrounds. Since 1998, we’ve been sharing our knowledge and bringing our expertise into the hands of SMSF trustees, advisers and accountants.
We are not owned by, licensed by or beholden to any financial institution and we have no vested interest in the product choices our clients make. SMSFs have always been about choice and flexibility and our role is to help everyone enjoy that freedom. We like to think we’ve played a part in making SMSFs more accessible, safer and simpler.
We work across nearly all aspects of SMSF – from education and support, to tools and implementation. Working in each of these areas, as well as with SMSF trustees, advisers and accountants, helps to strengthen our knowledge and practical capability as a whole, so that we’re able to execute to the highest level of competency.
From our clients
Our customers are at the core of what we do and we regularly seek feedback on ways we could improve our products & service. We are proud to present the following testimonials from existing customers.
"Heffron have continued to consistently deliver first class and reliable service, and this has enabled us to better manage our own fund."
"A consulting business of this nature is a valuable asset when dealing with the rules and regulations of a Self-Managed Superannuation Fund. 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."
"When you need to understand something, Heffron’s technical information and advice is always in plain and simple language. Heffron makes life easy and is really good value [..]. We will always rely on Heffron."
"We have been extremely impressed with the “Intensive Days” particularly in relation to the detailed content that is very relevant to our SMSF clients. We also appreciate that we can contact Heffron at any time to discuss particularly complex scenarios to ensure that our advice to our clients is compliant with current legislation, rulings and official guidelines."
"I rely heavily on the information provided by Heffron to ensure that our SMSF compliance procedures are correct. The course material is always well researched and written concisely in terms that professional accountants understand. The Heffron Seminar is the big event on my training calendar."