Manage your SMSF

Heffron are experts at providing SMSF services and we can help you at every stage of the SMSF lifecycle. Once your SMSF established, there are some things you can do to optimise your fund like arranging insurance and nominating beneficiaries.

One of the great things about partnering with Heffron is that we collect most of the information we need directly from your investment providers without any involvement from you. However, throughout the year we may need to contact you for additional information we need to manage your fund.

To learn more about managing your SMSF, select a topic from the menu on the left.