Reduce the risk of non-compliance
We step you through the key considerations, show warnings you may need to tend to, and provide wording you can use or frameworks to help you tailor your own.
Easy to collaborate with clients and peers
User-friendly document sharing for inputs and approval, including editing and download access for easier reference.
A valuable time saver that increases efficiency
The hard work is done for you with complete, accurate templates and wordings to use and tailor. Each tool guides you through the decisions you and your client need to make.
Reap the benefits of shared experience
Our approach to simplifying client documentation is informed by decades of industry experience working with thousands of SMSFs and the systems we have created along the way.
What's included?
Super Toolkit is a guided tool for developing and collaborating on documentation for investment strategies and pensions.
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Create unlimited documents with our range of guided document tools |
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Unlimited document sharing |
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No lock-in contract, you can cancel at any time |
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Your choice of packages for small business (Base) and large (Professional) |
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Enjoy BGL360 and Class integrations with our Professional package |
Base Tier
Single user | Limited document tools | Suitable for small business
$33 / month (incl GST)
Professional Tier
Unlimited users | All document tools | Suitable for larger organisation
$220 / month (incl GST)
Account features
Inclusions |
Base |
Pro |
| Create unlimited documents | |
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| Unlimited document shares | |
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| No lock in contract / cancel at anytime | |
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| Integrations | ||
| Class |  |
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| BGL360 | |
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| Guided Document Tools | ||
| Investment Strategy | |
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| Investment Strategy Review | |
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| Transfer Balance Cap Calculator | |
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| Pension Establishment Package | |
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| Prospective Benefit Payment Instructions | |
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Ready to get started?
Register for or login to 'Heffron IQ' portal, once you're in select 'Subscribe' next to the Super Toolkit icon.
Who's it for?
Accountants
Start the documentation process online and share it with clients for completion.
The tool’s guided functionality allows you to share information for client consideration, rather than giving advice.
Financial Advisers
Quickly and easily create documentation that clearly reflects advice and discussions with clients.
Prompts offered throughout the process to ensure crucial details aren’t missed.
It’s shareable online for client review and completion.
Auditors
Have full confidence the fund’s accountant and trustee have covered all the details for compliant documentation rather than just ticking boxes on a template.
From our clients...
“Easy to use online product Super Toolkit. Quick and efficient way to document investment strategy reviews and prospective pension instructions.”
Drew Morrow
Drew Morrow Pty Ltd
“Super Toolkit helps increase efficiency and accuracy in preparing workpapers. We use the Super Toolkit for pension and investment strategy documents.”
Niyatee Parik
MGI South QLD
“From the Super Toolkit we also use the Investment Strategy template, this is well presented, covering all areas the strategy is required to. We then have our Trustee(s) review and edit according to their circumstances, again makes us look good and saves time!
Another great feature of the Toolkit are the pension documents, these can be easily customised per member, look professional and address all required elements of a pension commencement.”
Lauren Arthur
Simmons Partnership
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