We can help you through every step of your self managed super journey with education, support services and SMSF administration.
When you partner with Heffron you gain complimentary access to technical information through our knowledge centre, webinars and a monthly newsletter.
We help you to:
We work across nearly all aspects of self managed superannuation and administer over 4000 funds which means we’ve seen it all.
We help you to:
Our comprehensive service includes accurate and reliable compliance from our team of specialist accountants led by a dedicated Client Relationship Manager.
We help you with:
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Whether you’re working with an adviser or managing your own fund we can provide you with the latest and most up-to-date information to keep you informed and educated on all things SMSF.
Our complimentary online Knowledge Centre provides access to information relevant to each phase of the SMSF journey. Whether you’re just starting out, setting up or managing your SMSF you’ll find helpful information to guide you along the way.
We share tips and tricks for optimising your SMSF via our News & Insights section on our website. Subscribe to our monthly newsletter Heffron News to have our technical know-how delivered straight to your inbox.
We offer complimentary access to our Quarterly Trustee Webinars which will focus on topics specifically relevant to you as a trustee. You can register for an upcoming webinar by following the link below.
Our service is delivered through real relationships with a dedicated Client Relationship Manager (CRM) who is your first port of call if you have a question or concern.
Supporting them are our highly respected Senior SMSF Technicians who are sought after for guest speaking spots and write articles for the AFR and the Australian explaining legislation changes and complex SMSF issues.
To speak with someone from our customer service team call 1300 433 376 or email us today.
Our first Quarterly Webinar for 2022 was held in February and the topic was 'Super Contributions Unpacked'. The webinar was hosted by our Managing Director Meg Heffron and included three of our Customer Relationship Managers discussing some helpful strategies for those who are able to add to their super fund.
You can sign up to watch past trustee webinar recordings here.
Follow this link to register for one of our future webinars.
More than a set of accounts, our administration service gives you access to our industry leading experts who provide strategic and proactive insights on how to optimise your SMSF.
Heffron has been awarded the SMSF Adviser's SMSF Administrator of the Year 2022 for the fourth year running.
Our expert team are passionate about removing the complexity from SMSFs while providing flexibility for accountants, advisers and their clients.
We closely monitor your fund and are proactive with our service to ensure there are no surprises and that any issues are dealt with quickly and efficiently. Our team come from a range of backgrounds with the unique ability to take complex problems and find simple and implementable answers.
Our direct administration clients choose when their fund accounts are prepared and have full view of their fund through our administration portal.
If you have an adviser, we work closely with them to help deliver the best outcomes for you and your SMSF.
We provide your adviser access to our administration portal so they can see your fund documents, update fund details, answer any accounting queries or ask us any complex technical questions.
As Trustee, you can choose how you’d like to partner with us – either solely through your adviser or you're welcome to contact us directly if you ever need anything or have questions.
These services include events-based reporting, lodgement of activity statements, ASIC Corporate Trustee Management, facilitating payments of fees and tax, monitoring pension payments and much more.
To ensure we continue to deliver a premium service we are always developing new or better systems and processes to meet your needs.
Download our brochure for a full view of our trustee services or scroll down for more.
High quality SMSF document preparation is an essential part of the SMSF compliance process.
Our SMSF Document Service is available to you offering help to get the right compliance records in place for your SMSF.
We make these available to you at an affordable price.
Our secure online portal allows you or your adviser to directly communicate with us, access files and store fund information.
We pull electronic data securely from your financial institutions which means everything is in one place. Electronic data feeds mean we can process your fund more efficiently with less queries to you.
We facilitate direct debit from your nominated cash account allowing ease of payment. This helps you avoid the need to pay an invoice each month.
The use of electronic signatures means your information is delivered quickly and securely. Tax returns are lodged sooner and you have greater flexibility – you can sign anywhere in the world.
Our administration package is designed to provide flexibility while ensuring that all compliance and regulatory requirements are met including EOFY financial, tax returns and audit.
Our online client portal provides a wealth of information in relation to your SMSF, empowering self-service through a user-friendly platform.
Changing your SMSF administrator is simple with our dedicated transition specialist. We ensure the transition from your previous administrator is a seamless experience and you enjoy the benefits of Heffron’s administration service as soon as possible.
