The Heffron Super Toolkit gives you access to our expertise in your practice every day.
Our newly created 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.
New components are on their way including wizards, calculators, forms and 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
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.
Subscribe today from $20 (+GST) per user per month and gain access to each new component as it’s released.
We are presenting live demonstrations for the Super Toolkit. Register for your preferred date below. All times are in AEDT.