Why choose Heffron as your fund administration provider?
When you choose Heffron you're choosing the best
No other SMSF administration provider has the same technical strength as we do at Heffron. Our team educate the experts, consult with the ATO and provide advice in relation to legislative changes.
Your own dedicated Client Relationship Manager
You will have one point of contact who is supported by a team of accountants and technical experts, all working together to maximise the benefits for your clients' SMSF.
24/7 access to our online administration portal
Use our online admin portal to track progress and communicate with your team should you have any queries about your clients' funds.
Your funds are being handled by an award winning team.
SMSF Administrator of the Year 5 years running
Services structured to suit your business
We know every accounting business is different and our administration service is designed with flexibility in mind.
You get to make the key choices about:
Tax lodgement
We can be appointed the fund’s tax agent and lodge the annual return directly or simply prepare it for you to lodge yourself.
Software
We can include your funds on our (Class) software licence or, if preferred, login to yours.
Investment Structures
We can accommodate any investments but our pricing is structured to ensure you don’t pay for complexity when it comes to simple funds.
Options include:
+ Annual Compliance and Strategic Review to help optimise a fund’s future benefit and ensure your clients are making the most of their SMSF
+ Timely Preparation of Financial Statements and Tax Return
+ A secure online portal to exchange Documents and Information
+ Proactive and dedicated Relationship Manager