Meg's Musings – November 2024
Welcome to the last edition of Heffron Highlights for 2024.
Read MoreTrusted expertise
Heffron has been an independent and trusted leader in superannuation services for more than 25 years. Our support is proactive and the services we provide you are award-winning and sought-after.
Comprehensive offering
Our suite of services covers strategic insights to all the practicalities of managing client funds. We can help you find clarity in complexity and stay on top of everything superannuation and SMSF.
Personalised support
Our team is proactive and genuinely gets to know you as we guide and support you through your evolving needs. You never feel like a number when you work with Heffron.
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.
This service is for:
Advisers and accountants ranging from small self-licenced practices to major financial organisations, as well as trustees looking after their own SMSF.
Actuarial Certificates
Actuarial certificates delivered in minutes and backed by expert technical support.
Our service includes free amendments and free education, plus optional extras you can tailor to suit your needs.
This service is for:
Accounting practices ranging from small 1-2 partner firms to major national networks.
Education & Support
An award-winning range of courses, events and content that goes well beyond the theory.
We have practical pointers, insights you can act on, and specialists you can talk to.
This service is for:
Industry professionals from any discipline looking to improve knowledge or specialise, and trustees seeking more information about superannuation.
The trust in us is well-earned and real, and we work hard to keep it that way. We’ve been fortunate enough to be recognised most recently with industry awards in education and SMSF administration. Heffron educates the experts and consults to regulators, government, and the media.
Fund Administration
SMSF Adviser 'Administrator of the Year' – 5 years running
Core Data & SelfManagedSuper 'SMSF Administrator Award' – 5 times.
Education
SMSF Adviser Educator of the Year in 2022 and 2023.
Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts.
Welcome to the last edition of Heffron Highlights for 2024.
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Read MoreRecent statistics from the ATO show that last year, over 90,000 people applied to get early access to some of their super on compassionate grounds and over 53,000 were approved. The end result was...
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