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We look after just about everything when it comes to SMSFs, and our goal is to help everyone benefit fully from the super system.

At Heffron, SMSFs are our expertise and we look after just about everything SMSF related. For over 25 years, we've delivered high-quality SMSF Administration, Actuarial Certificates, Education and Support, helping trustees, advisers and accountants navigate the complexities of self-managed super with confidence. We're best known for our independence and the specialised technical expertise that com

es with our deeply practical, rather than theoretical, approach. We’ve been listening to, learning from, and sharing widely all that we’ve cultivated over 25 years in this industry – from the thousands of advisers, accountants, and SMSFs we’ve worked with, to the many educators, administrators and technical specialists in our employ. It's this breadth of experience that enables us to understand the challenges our clients face and provide solutions that make managing SMSFs simpler. At Heffron, we want a more accessible and rewarding superannuation system for everyone, and we’re doing ‘Everything SMSF’ in our power to make it so.

03/09/2026

First and foremost - make sure you get this in place before you lodge your personal tax return.

Secondly - this is a time when it’s often useful to lodge your SMSF and personal tax returns at the same time (or lodge your personal return first). That way, when the SMSF return is lodged, the ATO already knows some of the super contributions reported for you by the SMSF have been claimed as a tax deduction.

If they don’t know this, they’ll assume all the contributions you’ve made to super this year were non-concessional contributions. If it looks like you’ve exceeded your cap on these contributions, the ATO will start the process of notifying you of an excess.

We share monthly compliance tips and much more in our free trustee newsletter. Subscribe now to stay up to date: https://bit.ly/4iJUMHy

01/09/2026

Meg on stage this morning presenting her highly anticipated strategy update. We had a full room in Brisbane today for our second Super Intensive Day Event of 2026! Thank you to all of our sponsors and delegates for another successful event. There’s still time to grab a ticket to our virtual event if you don’t want to miss out on this year’s SID content. Register now: https://lnkd.in/dPresH4r

27/08/2026

That's a wrap on our first Super Intensive Day for 2026!

A huge thank you to our partners and, of course, our amazing Melbourne attendees who made the day such a success. Our SMSF experts and team had a great time networking and discussing all things super with everyone, and we’re so excited to take on Brisbane next week!

While all of our upcoming in-person events have sold out, you don’t have to miss out on this year’s Super Intensive Day content. Register for our virtual event on 10 September here: https://app.heffron.com.au/bundle/a9554423-cadc-4183-9364-1e0ef44a2c54

25/08/2026

Heffron’s first Super Intensive Day event for 2026 is officially underway in Melbourne, marking the beginning of our 20th year of Super Intensive Day. Our delegates have arrived and the first session of the day is now underway, with Meg Heffron kicking things off with her highly anticipated strategy update.

24/08/2026

It’s called a downsizer contribution and can be made even if your super balance is very high and/or you’re in your 80s (both of these rule you out of lots of other types of contribution). Of course there are rules.

For more information on downsizer contributions, download our free fact sheet here: https://hubs.ly/Q04qdK2v0

23/08/2026

We've compiled everything you need to know for the year ahead into one simple reference guide – designed for financial professionals who want fast answers. No jargon, no digging through legislation – just accurate, updated numbers for FY2627.

Download your free copy: https://hubs.ly/Q04qdp6v0

19/08/2026

Sign up to our trustee newsletter to receive monthly SMSF insights, fun facts, compliance tips and more, delivered straight to your inbox.

Subscribe now: https://hubs.ly/Q04qdF-W0

17/08/2026

The SMSF Glossary: a simple guide to common SMSF terms.

This week's term: TRIS (Transition to retirement income stream)

Access the full glossary here: https://hubs.ly/Q04qdBcg0

16/08/2026

We’re always grateful to hear how our team has helped make the SMSF journey easier.

Whether you’re a trustee looking to establish an SMSF, or a financial professional supporting a client through the process, our team can help with SMSF establishment and ongoing administration.

Find out how we can help: https://hubs.ly/Q04qdxwn0

12/08/2026

Here are 5 things to know when it comes to non-Concessional Contributions (NCC’s) in 2026/27. For a full breakdown, read Annie’s blog here: https://hubs.ly/Q04qdt_q0

Address

Opening Hours

Monday	08:30 - 17:30
Tuesday	08:30 - 17:30
Wednesday	08:30 - 17:30
Thursday	08:30 - 17:30
Friday	08:30 - 17:30

Telephone

+611300433376

Website

https://www.heffron.com.au/

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