Make your organisation more efficient and minimise risk for your clients with this powerful compliance documentation tool.
Our technical experts have done the difficult thinking for you.
Reduce the risk
of non-compliance.
The Super Toolkit guides you through everything that should be considered and warns you if issues may arise when creating your compliant fund documentation. The tool provides wording suggestions, or you can create your own. You can also ratify decisions your client has already made.
Share with clients and collaborate with colleagues.
The unique ‘share’ function allows you to save and distribute documents to your clients for their input and approval, or you can send it to relevant professionals for their advice. You can give them access to their document/s to edit, complete or download as required.
Increase speed and improve your bottom line.
Creating fund documentation is quick and easy, as each tool within the Toolkit is pre-set with a range of scenarios dependent on what your client has chosen, or you can create one from scratch. The hard work is done for you because all wording is provided, saving you time and money.
Super Toolkit is for SMSF Professionals who administer funds for their SMSF clients.
Use the platform to start the documentation process and ‘share’ it with your clients for them to complete. The guided functionality of the tool means you’re not advising but giving the trustee the information they need to consider themselves.
Quickly and easily create documentation that clearly reflects the advice and discussions you’ve already had with your clients. Because of the relevant prompts that appear during the process you won’t miss any crucial details as you complete the documentation for them. You can then ‘share’ it with them for review and completion.
Have full confidence the fund’s accountant and trustee have been prompted through every step to clearly set out their thinking and provide evidence when it comes to investing, rather than just ticking boxes on a template.
When you click 'Register now' you'll be directed to the Heffron IQ Portal where you can sign in or register for your free account. Once you've logged in you'll see the dashboard with our range of online options. Click the 'Purchase' button within the 'Super Toolkit' panel to sign up for the Base Tier, from here you can also upgrade to the Professional Tier.
