Independent SMSF service provider Heffron SMSF Solutions has packaged up its “15 years of SMSF IP” in to a new online SMSF establishment service.
“Online forms for setting up SMSFs are everywhere” says Duane Pinches, Heffron SMSF Solutions Document Services Manager. “What sets our service apart is that we have taken our 15 years of practical experience in setting up thousands of SMSFs and codified it in an online form. We know SMSFs and we know how a small mistake in the establishment phase can create a compliance headache down the track.”
Heffron’s online SMSF establishment service has over 50 inbuilt checking mechanisms that not only check for things that must be wrong but also prompts the user for things that in Heffron’s experience might be wrong.
“Over the past 12-18 months, we have been focused on packaging up our technical expertise for clients via greater online delivery of services. We want to give clients superior functionality in accessing our services, while still maintaining the overarching influence of Heffron’s quality and trusted subject matter expertise” says Mr Pinches.
With greater focus on SMSF compliance and risk management for advisers and accountants recommending SMSFs, Heffron’s “smart form” protects clients from potential brand damage flowing from a poor SMSF establishment experience.
Heffron’s new SMSF establishment service adds to its other existing online platform applications, which include actuarial certificates and investment strategy documentation services. Heffron’s platform has been developed to enable secure integration with clients’ systems, including branding, data sharing, and data transfer.
Heffron plans to release to the market further applications on its online platform later this year.
