High-quality support

You’re in good, practical hands. Documents undergo meticulous and ongoing technical review.

Reduce risk

Any issues are flagged up front and through the document preparation process. We work carefully alongside you to reduce any risks of non-compliance.

Saves your time

We keep the language simple and guide you through the complexities to ensure your time is protected.

Document services

Fund Establishment

Heffron prepares all documentation to establish a new self managed superannuation fund including the deed, member applications, PDS and trustee declarations.

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Fund Management

Heffron manages key document aspects of a fund. This could include Change of Fund Name, Trust Deed Amendment, Company Constitution Upgrade, Company Establishment and Investment Strategies.

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Contributions and Benefits

All the documentation you require for the full range of contribution and pension decisions for your members including Contribution Splitting, Pension Establishment, and Pension Consolidation.

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Dealing with Death

The death of a client is a tricky time for SMSF practitioners, for all sorts of reasons. Just one of these is the challenge of knowing what to do with the SMSF itself.

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Actuarial Certificates

Actuarial certificates delivered in minutes and backed by expert technical support. Includes free amendments and free education, plus optional extras you can tailor to suit your needs.

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Trustee Webinars

Whether you're working with an adviser or managing your own fund we can provide you with the latest information to keep you informed and educated on all things SMSF.  

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Knowledge Centre

Our online resource provides complimentary access to trustee focused information relevant to each phase of the SMSF journey.

Take a look