High-quality support
You’re in good, practical hands. Documents undergo meticulous and ongoing technical review.
Reduce risk
Any issues are flagged up front and through the document preparation process. We work carefully alongside you to reduce any risks of non-compliance.
Saves your time
We keep the language simple and guide you through the complexities to ensure your time is protected.
Document services
Fund Establishment
Heffron prepares all documentation to establish a new self managed superannuation fund including the deed, member applications, PDS and trustee declarations.
Fund Management
Heffron manages key document aspects of a fund. This could include Change of Fund Name, Trust Deed Amendment, Company Constitution Upgrade, Company Establishment and Investment Strategies.
Contributions and Benefits
All the documentation you require for the full range of contribution and pension decisions for your members including Contribution Splitting, Pension Establishment, and Pension Consolidation.
Dealing with Death
The death of a client is a tricky time for SMSF practitioners, for all sorts of reasons. Just one of these is the challenge of knowing what to do with the SMSF itself.
You may also be interested in...
Actuarial Certificates
Trustee Webinars
Knowledge Centre
Our online resource provides complimentary access to trustee focused information relevant to each phase of the SMSF journey.
