Heffron is able to meet the needs of SMSF professionals using Class, BGL or any other software package looking for both account based and defined benefit pension actuarial certificates.
Heffron's Actuarial Certificate Service for Class users allows clients to order directly from their Class system by selecting "Heffron" as their default Actuarial Certificate provider (Go to Business/Settings/Fund Settings and select "Heffron"). Data will automatically feed in to our online form and you will also receive back automatically in to your Class system the tax exemption percentage - you will no longer have to note it down and type it in. You will also receive an automatic prompt if the original estimated percentage changes when it is later finalised and confirmed by the Heffron actuary.
To set up as a Heffron/Class actuarial certificate client please call us on 1300 172 247 or email your details to firstname.lastname@example.org
BGL users can order an actuarial certificate via our Online Form. We will extract data directly from your two uploaded BGL PDF files and populate all the required data fields (names, account balances, member account transaction details, etc.) – allowing you to get an instant response in terms of actuarial % without doing any data entry. In this way we recognise the way YOU handle your processing rather than insisting that you use specific accounts and in a specific way.
To set up as a Heffron/BGL actuarial certificate client please call us on 1300 172 247 or email your details to email@example.com
Please note, we are very flexible in receiving information in other formats from BGL users (e.g. excel, PDFs, emails) so please contact us on 1300 172 247 if you would like to discuss alternative means of providing us with the required information.
All other Users
Please note that we are very flexible in receiving information in other formats from you (e.g. directly from your accounting system, excel, PDFs) so please contact us on 1300 172 247 if you would like to discuss alternative means of providing us with the required information.
To find out more please send your details to firstname.lastname@example.org or call us on 1300 172 247.