Drawing on extensive technical knowledge and understanding of SMSFs, Heffron is creating new tools for SMSF professionals, which contain unique features to guide users through the process of creating fully compliant SMSF documentation.
As part of the latest release, Heffron has added a Professional subscription level to the Toolkit offer. Subscribers can now manage access for multiple users from within a firm to collaborate in a single account. They will still be able to share documents with interested parties outside their organisation, like trustees or financial advisers.
Another feature of the Professional subscription is integration with innovative and award-winning SMSF software provider BGL 360. This technology will allow client details to be populated in the documentation as it is created, creating business efficiencies.
“We are excited about the next evolution of our Super Toolkit. Our intention is to provide tools that enable intermediaries and trustees to play the role they want to play with SMSFs,” Ms Heffron said.
“For some, this might simply be providing a compliance document. For others, it will be guiding them through the key decision points for a range of different SMSF events or activities (we’re calling this ‘guided decision-making’).
“The BGL integration is something we are extremely proud of. This will save our clients time by allowing fund and member data to be automatically pre-populated from BGL 360.
“We will continue to develop useful tools to help our clients with many aspects of their SMSF work.”
For more information, go to https://www.heffron.com.au/services/super-toolkit.
