Heffron ranked first in the SMSF Administration category - adviser segment. Overall adviser satisfaction with Heffron as an SMSF administration provider was 8.4 out of 10 with advisers saying "Heffron is our number 1 SMSF administration provider and in our view provides the best service in the country" and "Excellent service, delivering quality outcomes for clients."
We pride ourselves on the documents we provide our clients. High quality SMSF document preparation is an essential element in the SMSF compliance process. Our document services provide clients with a clear, accurate and compliant record of trustees decisions across the complete SMSF lifecycle; establishment, ongoing services, and payment of benefits. This award is voted on by SMSF practitioners, rather than an external panel and we are proud to have been recognised for delivering excellence in the document services category.
The judges described Heffron as “quite simply the best in class when it comes to the administration of your SMSF. With a track record stretching back almost 20 years, Heffron is a trusted and transparent operator in a sector that continues to evolve at speed.” The judges particularly highlighted our flexibility and our ability to assist with complexity should it arise.
This award recognises the contributions we make to the education of SMSF practitioners via webinars, face to face training and participation in conferences. We pride ourselves on our ability to offer practical solutions to accountants and advisers and this award is testament to the high regard in which we are held for that capability by both our clients and out professional body, the SMSF Association.
One of our key services to SMSF accountants is our actuarial certificates and we have invested considerable resources in making the process seamless and inexpensive without compromising on quality. This is an award voted on by clients themselves rather than an external panel and we were honoured to receive a “Highly Commended” in both years we’ve participated.