What will Heffron's Maestro portal give you access to?
Key information about your SMSF
Heffron’s online portal, Maestro, securely stores key information about your SMSF, including members, trustees, and contact details. This allows you to access and review your fund information anytime and from anywhere.
Start conversations & upload documents
Throughout the year, we administer your SMSF by processing all transactions from the prior financial year. Where required, we will contact you to clarify transactions or request supporting documentation. All communication and document sharing is managed securely through our online portal, Maestro.
Track Lodgement
SMSF administration timeframes vary depending on the complexity of your fund and its investments. While some funds are processed quickly, others may require additional time as documentation is received. You can track your fund’s progress at any time via Heffron’s online portal, Maestro, using the lodgement tracker to see its current status and any actions required from you.
Access Documents
In today’s increasingly digital world, easy access to important information is essential. Heffron’s secure online portal, Maestro, allows you to access your key SMSF documents anytime and from anywhere, including trust deeds, member applications, and death benefit nominations, giving you confidence that your fund records are always at hand.
How do I get a Maestro account?
Once you choose Heffron as your SMSF administration provider, we will establish an online portal account for you and link your fund/s. You will receive an email with your login details which you can use at maestro.heffron.com.au
If you have not received an invitation to access your Maestro account you can contact our Customer Support Team on 1300 433 376.
How do I login to Maestro?
We always recommend for the best user experience to access Heffron’s online portal Maestro via desktop computer. However you can login using any device by following this link or selecting the login button in the right top corner of our website.
Help? If you would like a demonstration of Heffron’s Portal, we can arrange one of our Client Relationship Associates to walk through the portal with you at a time that suits you. Get in touch today.
