Heffron SMSF

Submit your superannuation questions and our technical experts will workshop your scenario live, addressing any tax, super law or practical challenges you face. Register now: hubs.ly/Q048_2Zt0

A client loses their spouse and asks: “What happens with our SMSF?” For one adviser, answering meant navigating death benefit payment rules, trusteeship of the SMSF after death and documenting the next steps, while supporting a grieving family. Learn more: hubs.ly/Q048-Swr0

Wishing you a safe and happy Easter from the Heffron team! We will be closed Friday and Monday, reopening for business as usual from Tuesday 7 April.

As the EOFY approaches, Heffron can assist your firm in a number of ways to help ease the stress of keeping up to date on the everchanging SMSF legislation, so you can focus on your clients. Find out more here: hubs.ly/Q048-RJ-0

Are you or someone in your team new to SMSFs? Start strong with Super Foundations - your first step to mastering the essentials. Online, self-based and beginner friendly. Learn more here: hubs.ly/Q046FZP60

One complex SMSF question around residency = 90 minutes researching. With Super Companion, Melinda has the residency rules, practical examples and legislation linked, and has her response to the client ready within 35 minutes. Learn more here: hubs.ly/Q047Fgx50

Subscribe to one of our Technical Support Packages for access to: - Priority support from our specialist team - Trusted and researched responses - Practical solutions to complex issues Learn more: hubs.ly/Q046F_p10

Get the SMSF documents you need, whenever your clients need them, with Heffron’s document services. Each document undergoes meticulous and ongoing technical review to ensure accuracy, compliance, and peace of mind for you and your clients. Learn more: hubs.ly/Q046FWsB0

Heffron’s Actuarial Certificates are built for busy accountants who need more than just compliance, they need confidence. Plus, when you choose Heffron, you receive free education for everyone in your firm, with accredited CPD hours included. Learn more: hubs.ly/Q047Fb200

One complex SMSF question around residency = 90 minutes researching. With Super Companion, Melinda has the residency rules, practical examples and legislation linked, and has her response to the client ready within 35 minutes. Learn more here: hubs.ly/Q047Fctr0

When James’s firm acquired another practice, it came with 25 inherited SMSFs, each with different systems, inconsistent records, and clients used to a completely different way of working. Read how James stabilised operations and kept momentum: hubs.ly/Q047Fry20

Develop the knowledge you need to navigate SMSF’s with confidence through Heffron’s education courses. From introductory to advanced levels, our courses simplify technical concepts in a clear and accessible way. Learn more here: hubs.ly/Q046FWmZ0

With Heffron’s administration service, your clients can enjoy control and flexibility over their SMSF while we manage the complexity. Learn more about this service and how we can support you and your clients here: hubs.ly/Q046FTSS0

Heffron’s Super Toolkit is an online, interactive platform that guides you through generating legally compliant, fund-specific SMSF documentation. Streamlining your clients’ SMSF documentation starts here. Learn more: hubs.ly/Q047gp320

EOFY stress hitting your firm? Let us take the pressure off so you can focus on your clients. Whether you want to outsource your SMSF admin, need technical support or assistance with clearing legacy funds, we’ve got ‘Everything SMSF’ covered. hubs.ly/Q047gqqb0

Subscribe to one of our Technical Support Packages for access to: - Priority support from our specialist team - Trusted and researched responses - Practical solutions to complex issues Learn more: hubs.ly/Q045GhY90

Meg Heffron recently sat down with Super Guide to discuss the Division 296 tax. Listen to the interview here: hubs.ly/Q047t89r0 To get a deeper understanding into Div 296 tax, catch up on our Division 296 Tax Masterclass via the recording here: hubs.ly/Q047t8Gd0

From Fund Establishment through to Dealing with Death, Heffron can provide the legal documentation required for your clients SMSF, every step of the way. Learn more: hubs.ly/Q045G9Xt0

Heffron’s Actuarial Certificates are delivered in minutes, with packages tailored to suit your needs. Plus, when you choose Heffron, you receive free education for everyone in your firm. Discuss your options with one of our team members today: hubs.ly/Q045G8kp0

When James’s firm acquired another practice, it came with 25 inherited SMSFs, each with different systems, inconsistent records, and clients used to a completely different way of working. Read how James stabilised operations and kept momentum: hubs.ly/Q0472M1g0