Heffron | Australia's leading independently owned SMSF administrator

Specialist In House Training

Given our specialist SMSF expertise as practitioners, we also provide In-House Training with either a strategic advice or compliance focus.

We generally propose a quarterly in-house training program, which is designed to cover both high level strategic ideas and opportunities and also topical compliance issues.  We develop a program with clients each 30 June to suit their internal needs, and structure each session so there is a presentation and workshop component. 

Topics may include:

  • Contributions – who can and how much?
  • What can super funds invest in?
  • LRBA - tips and traps
  • In-House assets in detail
  • How SMSFs are taxed
  • When is the optimal time to start a pension?
  • What happens on death?  

Expressions of Interest

If you are interested in one of Heffron's technical experts providing training to your organisation, please send your details to heffron@heffron.com.au or call us on 1300 172 247 to discuss your in-house SMSF training needs.