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.
We support you
With innovative smart tools and a specialist team there to help when you need it.
We help you to:
- quickly source actuarial certificates with added benefits
- deliver self-generated compliant documentation;
- have the answers to trustee or staff questions; and
- access in-office guidance via our Help Desk.
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.
We teach you
Heffron provides 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 FAAA, 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.
A new online course from our industry experts that will help you if you're new to SMSFs, or your staff become work ready quickly and efficiently. Choose from the on-demand online modules or scheduled online classroom webinars.
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.
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.
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.
CPD | 2 in 2023 | 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.
CPD | 5 in 2023| 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.
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.
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.
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.
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.
Transfer balance cap calculator
On July 1st 2023 the 'general transfer balance cap’ increases from $1.7m to $1.9m.
But just like last time not everyone gets the same increase. With our FREE handy wizard you can calculate each of your clients' personal transfer balance cap amounts now, when you're planning ahead, rather than waiting until the information is available from the ATO.
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.
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 packaged with complimentary benefits to help support your SMSF specialists.
Technical Support 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.
Have your questions answered by subscribing for direct access to our Technical Services Team via a dedicated free number or email.
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 5000 funds.
Why work with Heffron?
Choose the best SMSF Administrator!
Heffron has been awarded the SMSF Adviser's SMSF Administrator of the Year 2022 for the fourth 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.
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 prepare your clients compliance documents for you with our SMSF Document Service.
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.
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.
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.
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 the 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.