A clear majority of SMSF professionals voted Heffron SMSF Administrator of the Year 2019. Heffron's Head of Customer & Partnerships, Andrea Connor and Head of Operations, Mark Wawszkowicz were presented the exclusive award in Sydney on the 4th of July.
Asked why she believes advisers enjoy working with Heffron, CEO Meg Heffron replied: "We have the same purpose: at the end of the day, we all want the best outcomes for the end client. We recognise the valuable role advisers play in improving retirement outcomes for Australians, which is why we’ve centred our services around supporting them in what they do. Our aim is to be that source of technical knowledge that advisers can rely on."
Changing your SMSF administrator is simple with Heffron's expertise. We ensure the transition from your previous SMSF administrator is a seamless experience and takes the pressure off you. Let us do the work.
What makes Heffron unique:
We see ourselves as part of your team.
We aim to be your partner when it comes to the management of your clients’ SMSFs. That means we’re not just blindly accounting for transactions, we’re offering solutions to any compliance or strategy issues you might run into, flagging where there might be another approach, sharing our ideas and practical knowledge which is informed by two decades’ experience of similar issues with other clients.
We cater for all your administration needs.
We cover the full spectrum of SMSF needs, apart from the investment advice delivered by you. Advisers who work with us for their administration not only have all the usual services at their disposal (accounting, tax, documents, actuarial certificates) but can also get help via technical support over the phone, market leading education and access to a host of newsletters and articles written by us.
We’re known for unmatched technical expertise with a practical overlay.
We are entirely independent.
Contact our friendly team to discuss your fund transfer to Heffron.
PH | 1300 Heffron
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