Super Toolkit

Subscribe to our new online toolkit and be guided through the process of creating ATO and auditor compliant SMSF documentation for your clients.

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. 

We are building a range of SMSF components including wizards, calculators, forms and guided documents that will support you and your clients through their unique SMSF journey. Our work 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. 

What's in the Super Toolkit?

Investment Strategy

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.

COVID-19 Rent Relief

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.

Investment Strategy Review

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 coming soon.

Register for a live demonstration

We are presenting live demonstrations for the Super Toolkit from 12–1pm AEST on Thursday 17th September, 1st October and 12–1pm AEDT 15th October.

Subscribe today

Super Toolkit

Subscribe today from $20 (+GST) per user per month and gain access to each new component as it’s released.