Heffron | Australia's leading independently owned SMSF administrator

Heffron - Online services

An industry leader in the technology space, Heffron's strong investment in its online footprint has seen a range of online services be made available to its clients.


Heffron's flagship online portal, offering clients online lodgement tracking, access to fund information, digital documents (including Actuarial Certificates through Class & BGL360), direct communication with Heffron staff and much more.

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Direct actuarial certificates

Actuarial certificates requested directly (i.e. non-ClassSuper and non-BGL Simplefund 360) can be facilitated by clicking below. To request actuarial certificates from within ClassSuper or BGL SimpleFund 360 please select Heffron as the preferred provider within the platforms themselves.

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SMSF Establishment (advisers)

Financial planners requiring the establishment of a new SMSF can utilise the following platform to action the work order.

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SMSF Establishment (trustees)

Getting started with your new SMSF is as simple as completing Heffron's online establishment form.

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Financial portal

SMSF financial information is made available to clients through Heffron's administration platform.

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