Understand SMSF residency rules, how to stay compliant when trustees move overseas, and the serious tax consequences if ...
How to set up an SMSF
Understand the importance of obtaining a Director ID for your SMSF. Learn how to apply and ensure compliance for your co...
Discover essential tips for naming your SMSF, including unique naming strategies and guidelines for corporate trustees, ...
Considering an SMSF
Learn about your SMSF trustee responsibilities and obligations that fall under general and specific SMSF rules including...
Explore the essential roles in a Self-Managed Super Fund (SMSF) including members, trustees, and directors, and understa...
Choosing the right SMSF structure matters. We explain the key differences between corporate trustees vs individual and w...
Learn about how Heffron protects our clients from identity theft and fraud related issues, including nominating us as yo...
Managing an SMSF
Learn what an SMSF audit is, what auditors check, what qualifications mean, and when trustees should be concerned. Simpl...
Learn what an Electronic Service Address (ESA) is, why an SMSF needs it for receiving super contributions and rollovers ...
Learn who can legally set up an SMSF together, and see the rules to consider before taking the first step.
Understand what a Limited Power of Attorney (LPoA) allows your SMSF administrator to do on your behalf – and what it doe...
Learn valuable benefits of SMSF – you'll never need to switch funds again and can avoid practical disruption and extra t...
Discover practical SMSF strategies for pensions, recontributions and tax management, plus unique SMSF-only opportunities...
Discover how couples and families combine super for shared investing in an SMSF to create wealth for retirement.
Understand the difference between SMSF administrators and SMSF accountants, their services, and how to decide what's rig...
Learn the essential steps to set up a Self Managed Super Fund (SMSF) and how Heffron can assist you throughout the proce...
Learn what an SMSF trust deed is, why it’s critical when things get complicated, and the key considerations every SMSF t...
Thinking about winding up an SMSF? Learn when to close the fund, the step-by-step process, tax traps to avoid, and what ...
Discover the key pros and cons of a 'self-managed super fund' (SMSF) including control, costs, responsibilities and risk...
From compliance reviews to tax returns, find out exactly what needs to be completed for your self managed super fund.
Find out what changes in your SMSF must be reported to the ATO, how to update your trustees, and how Heffron can help ke...
Clear, plain-English definitions of key SMSF terms to help trustees, advisers and accountants understand self‑managed su...
Learn why Heffron uses Annature electronic signatures for SMSF security including signing documents online, protecting d...
Heffron Maestro is Heffron’s online SMSF administration portal, giving you fund visibility, lodgement tracking, digital ...
Learn what a data feed is, how automated SMSF data feeds speed up processing, improve accuracy, cut fees and help SMSFs ...
Download our Facts and Figures quick reference guide to have all the calculations ready and at your finger tips.
Learn about SMSF set up costs, yearly SMSF administration fees, and other operating expenses.
Australia's AML laws change on 1 July 2026. Learn how these changes may impact your SMSF services and identity verificat...
