Why choose Heffron as your fund administration provider?
Award-winning expertise for you and your clients
Tap into an expert team without the cost, recruitment, and retention challenges of building one yourself while maintaining control of your clients.
One point of contact supported by a team of experts
Work with a small Heffron team you’ll know by name and receive a completely different experience to traditional outsourcing or offshore services.
24/7 access to our online administration portal
Use our online admin portal to track progress and communicate with your team should you have any queries about your clients' funds.
Moving your funds to Heffron is fast and pain-free
We take on the heavy lifting for you to make it as seamless as possible. Learn more about how it all works below.
SMSF Administrator of the Year 5 years running
Your fund is being handled by an award-winning team of technical experts.
Services structured to suit your business
We know every accounting business is different and our administration service is designed with flexibility in mind.
You get to make the key choices about:
Tax lodgement
We can be appointed the fund’s tax agent and lodge the annual return directly or simply prepare it for you to lodge yourself.
Software
We can include your funds on our (Class) software licence or, if preferred, login to yours.
Investment Structures
We can accommodate any investments but our pricing is structured to ensure you don’t pay for complexity when it comes to simple funds.
All options include:
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Annual Compliance and Strategic Review to optimise a fund’s future benefit and ensure your clients are making the most of their SMSF |
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Timely Preparation of Financial Statements and Tax Return |
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A secure online portal to exchange Documents and Information |
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Proactive and dedicated Relationship Manager |
As a registered tax agent, Heffron has a range of responsibilities and obligations under the Tax Practitioners Board’s (TPB) Code of Professional Conduct and also under taxation law. To assist in understanding your obligations as a taxpayer as well as Heffron’s obligations as a registered tax agent, the TPB has prepared an Information for Client Factsheet. The factsheet includes details of how you can search the TPB’s register of tax agents and, where relevant, how you can make a complaint to the TPB about a tax agent service we have provided.
Documentation Services
We also provide additional documents, the cost of which is only charged if they’re required throughout the life of the fund.
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Actuarial certificates delivered in minutes and backed by expert technical support. Includes free amendments and free education, plus optional extras you can tailor to suit your needs.
Super Toolkit
Manage clients with efficiency and precision while minimising compliance risk with our guided tools for super documentation creation.
Super Companion
The source of truth on super and SMSFs, and the only resource you’ll ever need. Super Companion gives you a practical and comprehensive technical online resource for SMSF professionals.
