Meg's Musings - September 2025

It’s been great to kick off our first two Super Intensive Days in Melbourne and Brisbane – with Sydney to come next week and our virtual version the week after.

Don’t forget, even if you come to a face to face event you also have a ticket to the virtual day on Tuesday 16 September. It’s critical to still log in (or watch the recordings) as there are even more sessions available – the virtual day has two streams and until we develop time travel, we can still only deliver one stream in person. 

There have been some great questions in our events so far. What’s been really interesting is how some topics that haven’t changed much (for example, trustee rules and investing in property via an SMSF) have generated such a lot of discussion and questions.  As one of our Melbourne attendees said to me : “I’m constantly amazed at how Heffron manages to find an interesting angle or new learning on topics I thought I was extremely well across.”   Personally, I’d back my fellow presenters – Lyn Formica, Leigh Mansell and Annie Dawson – to find something interesting every single time. 

To run this event, we take some of our most experienced and valuable technical experts off the tools for over one hundred hours (or more importantly for me as the business owner – away from generating revenue via normal means). As you can imagine, we simply could not do that at a reasonable price for attendees without the support of sponsors. We’ve been extremely lucky to have some excellent sponsors this year – Platinum sponsors Annature, Class and Coinstash with Silvers ASF, Evolv, ThinkTank and TrueMarket. I’ve also been amazed at the number of times I’ll be chatting to an attendee about their needs and found one of our sponsors has exactly the service they’re after. This is music to my ears to be honest. We need the financial help to keep this event affordable but we’ve deliberately chosen firms that have (in our view) a compelling service in their particular SMSF or SMSF-adjacent market segment. 

We’re also giving our new technology platform a good workout in the lead up to its first big outing at the virtual Super Intensive Day. As I’ve said in previous newsletters, we have a major program running at the moment to bring together all our different services under one login. The plan is that even if we’re using different software in the background (whatever is best for that particular work), you’ll feel like it’s all one place. Starting with our education services has been great for streamlining some of the things that help our clients (for example, buying tickets in bulk to take advantage of group discounts and allocating them to the different members of your team) and save us time (issuing CPD certificates). We’re looking forward to getting all the learnings we can from rolling out our education services before moving on to the next area – actuarial certificates.