The Heffron Super Toolkit uses smart responsive technology to deliver guided compliance through tips, warnings and suggested phrasing. The save and share function allows you to collaborate with the parties you need to throughout the process.
New additions are being added regularly and there are now four tools which include:
- Investment Strategy,
- COVID-19 Rent Relief,
- Investment Strategy Review
- newly released Pension Pack – Establishment.
Wizards, calculators, forms and more guided documents are on their way in 2021 to support you and your clients through the SMSF journey.