Giving you the benefits of accessing our expertise while working from home… every single day.
The quick reference tool is written by industry experts with day to day experience in every facet of superannuation and SMSFs – from tax issues to SMSF compliance and comprehensive strategies designed to help your clients make the most of their super savings.
Our work in administering SMSFs and assisting other practitioners with their superannuation queries allows us to ensure the information within the Heffron Super Companion goes beyond the pure technical to give you a practical insight on a host of important superannuation issues.
Things are changing fast – you need to be sure you have the latest information. Unlike a static ‘textbook’ that you might purchase once or even every year, the Heffron Super Companion is reviewed on a weekly basis and updated to reflect any COVID-19 updates, legislation changes, case law, regulator views etc. When we have a new insight or strategy you get it too!
Quick reference tool
Look up the answer to a super related question in no time by using the search tool.
Up-to-date legislation references
All information is referenced to the applicable legislation, COVID-19 updates, case law etc.
Written by industry experts
Minimise risks by accessing resources written by Australia's leading industry experts.
Confirm your knowledge
Be beyond doubt on how you think something works and make sure there haven't been any changes to legislation and regulator views.
Explore new topics
Use Heffron Super Companion to read into an SMSF or superannuation issue you’ve not explored before.
Improve your efficiency
Save your time combing through pages of legislation looking for the answer you need. All links to legislative references are included.
The Guide includes the following 9 chapters:
New strategies added regularly.
This section covers the various strategies which can be employed to maximise retirement incomes for clients covering contributions and the withdrawal stage.
As the strategies section evolves over time, you’ll not only be accessing Heffron knowledge about the rules surrounding superannuation but also how they can actually be used to help your clients. This in-depth and practical exploration of strategies is unique in the market.
We're adding new content to this section regularly.
Get the extra detail you’ve always wanted on the more complex or involved areas of superannuation, particularly SMSFs.
A new chapter has just been added which covers everything you need to know about splitting superannuation when a relationship has irretrievably broken down.
COVID-19 Resources Pack consists of a content kit and tools relating to the superannuation issues associated with the coronavirus.
We will be offering live Super Companion Demos from 1-1.30pm on the following dates:
20 Aug | 3 Sep