We are dedicated to helping SMSF Professionals

Our team unravel the complexity of SMSFs so they become an effective retirement option for your trustee clients.

Are you a Trustee? Find out more here >

We understand every practice is different which is why we offer services that support you in the way that best fits your business.

We teach you

With a range of CPD accredited education solutions to suit your individual learning needs.

We help you to:

  • become more proficient;
  • better understand difficult strategies or concepts;
  • learn how to implement these strategies; and
  • refresh or test your knowledge with confidence.
View education options

We support you

With innovative smart tools and a specialist team there to help when you need it.

We help you to:

  • deliver self-generated compliant documentation;
  • have the answers to trustee or staff questions; and
  • access in-office guidance via our Help Desk.
View support options

We do it for you

With award winning SMSF administration and accountant outsourcing services.

We help you to:

  • deliver first class SMSF administration to your trustee clients without having to maintain your own team of specialists and
  • quickly answer trustee questions through your own dedicated Customer Relationship Manager as your point of contact.
View SMSF administration options

We teach you

By providing high quality CPD accredited SMSF education through on-demand and scheduled events that are available both virtually and face to face throughout the year.

Our award winning team of technical experts and SMSF specialists have a passion for raising standards within the financial services industry.

We teach concepts using real-life scenarios that can be implemented into your practice straight away. We are proud to be SMSF Association educators.

All events (excluding the Budget Webinar) include CPD accreditation from SMSF Association and are eligible to accreditation from FPA, FASEA, TPB and CPE with the various accounting bodies. Follow the links for each event for more information and to see the number of hours offered.

View our events calendar

Learn more about our technical team

On Demand

Education Bites

Our online education platform contains small learning modules on a particular SMSF topic. Each 'Bite' takes around 1 hour to complete and includes an assessment to earn CPD accreditation.

Learn more

News and Insights

Whether in response to an industry update, legislation change or the Federal Budget, our online blog has you covered. Immediately available via our website and delivered to your inbox via our monthly Heffron Highlights and Super Insights newsletter.

Visit our news blog or
Sign-up for our newsletter here

In-house training

Our specialist SMSF team can provide in-house training for your company with either a strategic advice or compliance focus. We tailor sessions or work with you to design an ongoing training program to suit your needs.

Contact us for a quote

Scheduled

Super Intensive Day

CPD | Annual | Full day | Virtual + F2F

Tailored specifically for superannuation and SMSF practitioners, this annual all-day CPD accredited event brings you our unique approachable and engaging style to deliver high quality technical strategies and insights.

Find out more and register

Masterclasses

CPD | 3 in 2022 | 3.5 hours | Virtual

These are intimate CPD accredited virtual workshops for smaller groups of SMSF practitioners. Delve deeper into the details of a particular SMSF topic or strategy by workshopping case studies and real-life client scenarios.

Find out more and register

SMSF Clinics

CPD | 5 in 2022| 1 hour | Virtual

Join in on one of our complimentary clinics where our technical experts workshop and brainstorm your pre-submitted superannuation and SMSF questions live.

Find out more and register

Webinars

Quarterly Technical Webinars

CPD | Quarterly | 1.5 hours | Virtual

These virtual events focus on the practical implications of industry and Government changes that impact superannuation funds. These quarterly webinars are tailored, allowing you to choose between an 'Accountant' or 'Adviser' focused sessions.

Find out more and register


Special Webinars

CPD | Ad-hoc | 1.5 hours | Virtual

Our expert technical team hold Specialist Webinars for SMSF Professionals.

These events can include guest speakers covering a unique topic or key considerations; the Federal Budget; or an event that has an impact on the superannuation industry.

Find out more and register

We support you

We use technology to deliver our expertise to you in ways that support you wherever you are and whenever you need it. Our smart and guided compliance documentation are innovative and practical solutions.

Super Toolkit

Generate unlimited ATO and auditor compliant Investment Strategies, Pension Establishment and other documentation with confidence in our smartest app release.

For a set monthly fee each tool offers its own unique features using responsive technology to guide you with tips, warnings, and suggested phrasing to ensure everything is correct.

Learn more

Transfer balance cap calculator

On July 1st the 'transfer balance cap' increases from $1.6m to $1.7m for the first time since 2017.

But not everyone gets the same increase. With our FREE handy wizard you can calculate your client's personal transfer balance cap, and allow for their individual indexation entitlement.

Learn more

Super Companion

It’s just like an online encyclopedia for superannuation.

The Super Companion goes beyond the purely technical information to give you practical, up to date insights on a host of important superannuation issues allowing you to delve deeper into a particular topic or area.

Learn more

Actuarial Certificates

All your SMSF actuarial certificate needs can be met with flexible functionality, quick turnaround and plenty of support with our efficient, accurate and friendly service.

Our Actuarial Certificates come with complimentary benefits supported by your SMSF specialists.

Learn more

Help Desk

Our team of experts provide valuable and practical solutions to assist in improving efficiency and minimising risk for anyone working with SMSFs and superannuation.

Our technical packages give you priority access to our expert Technical Services Team via a dedicated free number or via email.

Packages include:

Super Essentials: 3 calls total per annum – $345 Complete form
*Special Offer available Complete form

Super Connect: Unlimited calls (4 hours total per annum) – $1760 Complete form

Knowledge on Demand

Subscribe to our newsletter for a monthly update on all News & Insights written by our team of SMSF experts.

Subscribe now

You can also go directly to our complimentary Knowledge Centre or News and Insights for the lastest SMSF and superannuation information.

We do it for you

Our SMSF administration and accounting service is provided by our team of highly skilled accountants and technical experts who have experience administering over 4000 funds.

Why work with Heffron?

Choose the best SMSF Administrator!

Heffron has been awarded the SMSF Adviser's SMSF Administrator of the Year 2021 for the third year running.

Our expert team are passionate about removing the complexity from SMSFs while providing flexibility for accountants, advisers and their clients.

We listen to you to understand your issue, troubleshoot best practice solutions and give you recommendations you can use in your own practice.

You can rely on us to do it right every time. 

Set up an SMSF for a client OR Transition your client fund/s to Heffron

Compliant documentation services

High quality SMSF document preparation is an essential part of the SMSF compliance process.

We support accountants and advisers to get their clients compliance records in place by offering two avenues.

We do it for you

We prepare your clients compliance documents for you with our SMSF Document Service.

We guide you to do it yourself

The Super Toolkit allows you to generate your client documents yourself with tips, warnings, and suggested phrasing to ensure everything is correct.

What makes our service superior?

Unique customer support

Our team of SMSF specialists is led by a Customer Relationship Manager as your direct point of contact.

We provide contribution and pension strategy support and insights through regular contact by our accounting and technical teams.

We pride ourselves on making your life as a Heffron client super informed and super easy.

24/7 access to our online administration portal

Track your client's progress through our lodgement tracker.

You can access a global view of your funds or click into the details within each fund.

View or download critical documents and access regularly updated records including member balances to give you full transparency.

To find a solution that's right for you call 1300 433 376 or email us today.

Pricing

Adviser Pricing:

Our administration package is designed to provide flexibility for advisers and your clients’ needs, while ensuring that all compliance and regulatory requirements are met including EOFY financial, tax returns and audit.

Our online client portal provides a wealth of information in relation to your client’s SMSFs, empowering self-service through a user-friendly platform.

View our Adviser pricing

Accountant Pricing:

We operate as your back-office solution, responsible for the administration of your book of SMSFs including accounting, financials, tax returns and audit, using either your software or ours.

As part of the partnership service, your dedicated client relationship manager will provide strategic insights into your funds as well as any other support you need.

View our Accountant pricing

Transitioning your funds to us:

We ensure the transition from your previous administrator is a seamless experience by providing tailored options to suit your needs.

As your fund(s) are onboarded, they will be added to your Heffron Administration Portal login. There you can access fund details and documents and work directly with the team looking after your fund(s). If you have any queries during the transition period our transitions team or your dedicated Client Relationship Manager will be able to help you.

View our full Transition process here

Download 'Overview of our Services' brochure