Technical & Education

At your fingertips

Do you have an upcoming client review or a tricky case with some assets a client holds and need to know what the rules are? Heffron provides a reliable source of information on all things SMSF that you can access in different ways as and when YOU need it. If you know what you want, you can go and find it yourself using the Super Companion or speak to one of the friendly Heffron technical team. Help is at hand when you need it and on any topic, you need help with.

Super Companion

Heffron’s Super Companion is an online technical resource covering both SMSF and broader superannuation issues giving you access to Heffron’s knowledge about the rules and how they can be used to help your clients. Get unlimited access for just $100 per month (+GST).

Super Essentials – Special Offer

Heffron’s Super Essentials Technical package gives you priority access to our expert Technical Services Team via a dedicated toll free number or email address. Our team of experts provide valuable and practical solutions to assist in improving efficiency and minimising risk for anyone working with SMSFs or in superannuation. Included in your annual services is up to three phone calls to Heffron’s Technical Services team plus a subscription to exclusive Heffron technical materials (eg our Super Insights newsletter).

Super Connect

Heffron’s Super Connect Technical package gives you priority access to our expert Technical Services Team via a dedicated toll free number or email address. Our team of experts provide valuable and practical solutions to assist in improving efficiency and minimising risk for anyone working with SMSFs or in superannuation. Included in your annual services is up to four hours of phone calls to Heffron’s Technical Services team plus a subscription to exclusive Heffron technical materials (eg our Super Insights newsletter).

Technical Papers

Our latest technical paper on exempt current pension income explains the changes to this important tax exemption in detail. This handy 18 page booklet provides technical references, examples and a handy flow chart to help accountants and advisers to navigate the new world of ECPI. We explain what’s changed between 2016/17 and 2017/18, highlight some tips and traps and provide answers to common questions.

In house Training

Our specialist SMSF team can provide in-house training for your company with either a strategic advice or compliance focus. We can tailor ad-hoc in-house training sessions or work with you to design an ongoing training program to suit your needs. Contact Heffron to discuss your training needs and we would be happy to provide you a quote.

Fundamentals

SMSF Fundamentals is Heffron's first certified, online, self-paced course for practitioners in the SMSF industry. Ideal for those new to the industry, looking to refresh their skills, or wanting more of an understanding of why we do what we do. The 9-module course covers everything from defining superannuation to strategies for SMSFs. Our education platform is currently undergoing an update. If you would like to be informed when the course is ready please follow this link.