With an ever-increasing reliance on technology and remote work practices, the security of our clients data is a top priority for Heffron.
In pursuit of protecting clients from identity theft and fraud related issues, the ATO and Tax Practitioner's Board have implemented a number of measures to help protect Heffron, our clients and their SMSFs.
Clients engaging Heffron for tax agent services are now required to nominate Heffron as tax agent for their SMSF via client-to-agent linking. Additionally, any new or existing clients of Heffron's tax agent service will need to verify their identity when they join Heffron or if their SMSF arrangements change.