The Heffron Super Toolkit gives you access to our expertise in your practice every day.
The Heffron Super Toolkit will contain everything you need to navigate and optimise SMSF compliance and tax for your SMSF clients.
The current components in the Super Toolkit are the Investment Strategy, COVID-19 Rent Relief and Investment Strategy Review with Pension Establishment coming in early February 2021.
Other new components are on their way in 2021 and include wizards, calculators, forms and more guided documents to support you and your clients through their unique SMSF journey.
Our experience administrating 4000 funds and assisting other practitioners with their SMSF queries allows us to ensure that you and your clients get it right every single time.
Subscribe today from $20 (+GST) per user per month and gain access to each new component as it’s released.
Register for a FREE Super Toolkit demo
Download a brochure here
The Investment Strategy is a guided document tool that steps you through the key things a trustee needs to consider and articulate when creating their investment strategy. We help you communicate it in a way that will withstand ATO and auditor requirements.
The COVID-19 Rent Relief is designed to help an SMSF landlord document the reasons for their provision of rent relief in a way that is sufficient to satisfy ATO and auditor requirements. Included is the tenant letter to the landlord, a trustee minute documenting the relief provided and confirmation the relief will be provided.
The Investment Strategy Review will be used to create an investment strategy review minute which is required by the ATO to maintain the compliance of a client's SMSF. This new component is now available.
This new pension tool, due for release early February 2021, includes new features that are unique in the industry. The first of which guides users through the establishment of a new income stream, plus we deliberately reflect the way in which pensions happen in real life.
For a limited time only, users will be able to access all these tools as part of their existing monthly subscription of just $20 +GST.
As we add new features including integration with BGL and Class, multiple users in a single account, and more guided documentation; we will create new subscription levels for premium services such as our pension tools.
We would love to take you through the functionality and benefits of each platform during a live on-on-one demonstration of the Super Companion and Super Toolkit. Please register your interest below.