Heffron IQ

Welcome to our knowledge centre. Select the step of the SMSF journey you are currently in to view relevant resources and broaden your superannuation know-how.

Set up your SMSF

How to set up an SMSF

There is quite a lot of paperwork involved in the establishment of an SMSF however, Heffron can support you throughout the entire process of setting up an SMSF to ensure you end up with a compliant fund.

Advisers Accountants Individuals
SMSF setup
Set up your SMSF

Individual vs Corporate Trustees

We recommend all SMSFs set up a company to be the trustee for many reasons.

Individuals
SMSF setup
Set up your SMSF

Naming your fund

The flexibility you will enjoy with your SMSF starts with naming it. You can call it anything you like.

Individuals
SMSF setup