Sign up for direct access or online self-service
We’ve seen everything when it comes to SMSFs and are happy to share. We have practical pointers, insights you can act on, and specialists you can talk to.
Practical solutions
Our priority is practical, real-life solutions. We’ve been in your shoes and, more than likely, have faced your question before from our own experiences with clients.
Complex and uncommon scenarios
Technical Help Desk gives you a time and cost-effective way to solve complex client scenarios. We can highlight the issues, opportunities, risks and alternatives, and flag anything you may need to look out for.
Sounding board for risk
Before you go back to the client with guidance, you can work with us to sense-check your strategies and explore any potential alternatives.
Our support options include:
Help Desk
1 hr | 4 hr | On-demand
Same-day replies to superannuation and SMSF technical and client queries.
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Available by phone or email
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1 or 4 hour annual packages
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Once-off hourly rates for ad-hoc technical support
Knowledge Centre
Self-serve | Free
Broaden your superannuation and SMSF know-how with our complimentary resources.
1. Build your SMSF knowledge
2. Set up your SMSF
3. Manage your SMSF
Super Companion
Self-serve | Subscription
The source of truth on super and SMSFs, and the only resource you’ll ever need, Super Companion gives you access to our practical and comprehensive technical online resource for SMSF professionals.
Super Toolkit
Online document creation tool
Super Toolkit is a guided tool for creating, developing and collaborating on documentation for investment strategies and pension.
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Create unlimited documents
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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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Packages for small and large organisations
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Enjoy BGL360 and Class integrations with the Professional package
Request a document
From our team of documentation experts
Our documents are for quality-conscious accountants, advisers, and trustees who outsource ad hoc and complex documentation.
1. Fund Establishment
2. Fund Management
3. Contributions and Benefits
4. Dealing with Death
Interested in learning how we can support you?
Book a free consult with our National SMSF Specialist Sheldon Marlowe and let us help your organisation work faster and smarter.
Sheldon Marlowe
National SMSF Specialist
Who is our technical support for?
SMSF professionals who need an expert to answer their technical questions, as and when the queries come up.
Hear from our happy customers...
“I can’t speak highly enough of the service that Heffron provides. We have worked with them since their formative years, and they continuallyprovide the answers we need. They are reliable, efficient, and helpful with their technical support and expert knowledge.”
Damian Grech
LH Super
“I had a recent phone call with Sean from Technical Support and he has been amazing with the advice he provided. He has an amazing amount of knowledge and experience that he is currently helping us through with the audit queries we are currently facing and how it could be rectified.”
Niyatee Parikh
MGI South Qld Pty Ltd
“I’ve used Super Companion a few times in the last week or so… Love it, very easy to find an answer quickly!”
Allison Durant
Chartered Accountant
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Education Courses
Actuarial Certificates
Fund Administration
Full-service SMSF administration across accounting, tax, compliance, and strategy. Our approach is highly personalised and collaborative, and includes online access for visibility and proactive support for extra peace of mind.
