Super Toolkit

New pension benefit tool added to Professional Tier ~ scroll down for more.

The risk-free & collaborative solution to your SMSF compliance needs.

Each tool offers its own unique features to guide you through the process of creating fully compliant strategies and documentation for your SMSF clients. 

The Super Toolkit uses smart, responsive technology in the form of tips, warnings, and suggested phrases to ensure documentation is correct and will be accepted by the ATO.

It is accessible through the Heffron IQ Portal, the location of all our secure online services. 

Now with BGL and Class integration, two subscription levels, no lock-in contract and unlimited documents applicable to your subscription level.

The Heffron Super Toolkit provides more than a document service.


Hear how the Super Toolkit has helped Megan Mann from PKF Tamworth.

New features now live in the Super Toolkit

The Super Toolkit Professional subscription level now includes the Prospective Benefit Payment Instructions tool and integration with both BGL and Class.

Table showing Super Toolkit tiers

BGL and Class integration

By linking your account with either BGL or Class you can save valuable time. Fund and member data is automatically pre-populated from your fund software directly into the document you are creating.

Multiple levels

The Super Toolkit is split into subscription levels with the Base level containing the Investment Strategy, Investment Strategy Review and Covid Rent Relief. 

Pension Establishment documentation and Prospective Benefit Payment Instructions tools are included in the Professional subscription level.

Multi-users

The Professional level allows for an admin user to control the account management. They are able to invite team members and colleagues into the account to access client documentation. 

Access your Super Toolkit today

To access the Super Toolkit, register or login to the Heffron IQ portal and then choose the subscription level which best suits your needs, from just $22 a month.

Trusted by Accountants and Advisers across Australia

Peace of mind

Be confident that the information articulated in your clients' SMSF compliance documentation will pass audit and be accepted by the ATO. We help you mitigate risks and be sure nothing will slip through the gaps.

Share and collaborate with ease

Once you have initiated you can complete as much or as little as you like. The tools are designed to allow sharing with clients and other professionals such as advisers. They can complete and finalise or simply review and confirm.

 

We do the work for you

Our incredible technical knowledge and understanding of SMSFs have contributed to creating the tools that make up this valuable resource. We give you the correct terminology and language prompts, tips and warnings to help you build the right document for your clients.

High level service

The guided format of each tool within the Super Toolkit helps you and your trustee clients understand exactly what risks and other issues they should consider. We help steer you through with confidence.

Increase your productivity

Our easy-to-use responsive document creation tools simplify the delivery and help you become more efficient without compromising on quality.

Valuable help for your staff

You can use these tools to educate staff and maintain consistency on the considerations required when creating SMSF documentation for your trustee clients.

What's in the Super Toolkit?

Investment Strategy

A quick and easy-to-use guided document tool that steps you through the process of creating an ATO compliant investment strategy.

We help you communicate strategies in a way that will withstand ATO and auditor requirements allowing you to confidently manage SMSFs for your clients.

Investment Strategy Review

Investment strategies need to be reviewed regularly, this tool can be used for any fund, regardless of whether the original strategy was created in the Heffron Super Toolkit or elsewhere.

It will confirm an existing strategy's status and if any changes are required roll it into the Super Toolkit Investment Strategy tool to create a new one.

Pension Pack Establishment

We help guide you through the checks and decisions that need to be made when setting up a pension.

Tool features are unique in the industry. You can set up the pension in advance and complete additional information (such as exact balance information) later. Alternatively, make it clear that documentation prepared after the event is actually ratifying decisions already made.

NEW
Prospective Benefit Payment Instruction

A unique documentation tool that allows you to set up 'standing instructions' for pension benefit payments due during the year ahead or to ratify the decisions that have been made previously.

Users can 'build' the rules progressively – we simplify the complexity in the documentation process.

Watch the demo here

Access your Super Toolkit today

To access the Super Toolkit, register or login to the Heffron IQ portal and then choose the subscription level which best suits your needs, from just $22 a month.

Register for a one-on-one demonstration

We would love to take you through the functionality and benefits during a live one-on-one demonstration of the Super Toolkit. Please register your interest below.

To see Meg Heffron demonstrate the new Prospective Benefit Payment Instructions tool click here.