Document Services

Documents that support accountants and advisers to get the right compliance records in place for their clients, is a cornerstone of Heffron’s services.

Why Heffron Documents?




High quality SMSF document preparation is an essential part of the SMSF compliance process. Heffron's Document Services provide clients with a clear, accurate and compliant record of the trustee's decision across the complete SMSF lifecycle, establishment, ongoing maintenance and payment of benefits. 

We are deliberately making much of our firm’s SMSF expertise and practical experience available digitally at an affordable price through our new Super Toolkit and Super Companion. As the future of Heffron’s SMSF Document Services, it is exciting in that for the first time we have a way to share not just our templates but, more importantly, the checks, practical suggestions, reminders and guidance that accountants and advisers love hearing about in our SMSF Education, all as part of requesting a document.

You will find these documents and many more below. All prices are inclusive of GST.


Fund Establishment

Heffron prepares all documentation to establish a new self managed superannuation fund including the deed, member applications, PDS and trustee declarations. Click below to read more.

Fund Management

Heffron manages key document aspects of a fund. This could include Change of Fund Name, Trust Deed Amendment, Company Constitution Upgrade, Company Establishment. Click below to read more.

Benefits and Contributions

All the documentation you require for the full range of contribution and pension decisions for your members. Contribution Splitting, Pension Establishment, Pension Consolidation. Browse more documents below.

Dealing with Death

The death of a client is a tricky time for SMSF practitioners, for all sorts of reasons. Just one of these is the challenge of knowing what to do with the SMSF itself.