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SMSF Awards: Showcasing Administration and Audit Providers of the Year

SMSF Awards
By Tony Zhang
06 July 2021 — 3 minute read

SMSF Adviser has announced the winners of the SMSF Administration and Audit Provider categories in this year’s SMSF Awards.

In the fourth round of category showcases for the 2021 SMSF Awards, SMSF Adviser can reveal that Heffron has won the award for SMSF Administration Provider of the Year, while ASF Audits has won the SMSF Audit Provider of the Year. Further showcases of the award winners will be announced across the week.

SMSF Awards 2021

It has been another changing year for the SMSF sector as it moves past the onset of the COVID-19 pandemic last year and the resulting economic downturn.

This year has been a time of change for many in the SMSF sector, as super contribution thresholds change and a new era begins for the industry with the implementation of the auditor independence standards. 

Superannuation has also seen greater focus on retirement outcomes as highlighted in this year’s array of federal budget changes. Furthermore, the ATO and the SMSF sector have continued to work tirelessly together to address some of the unforeseen issues arising from the current environment. 

As always, SMSF professionals and their clients have relied heavily on SMSF service providers to guide them through this period of change. Partnering with firms that are adaptable and agile is critical at the moment and has a direct impact on the confidence and satisfaction of clients. 

Now in its eighth year, the SMSF Awards recognises the excellence and innovation of the best-performing operators servicing SMSF professionals. The winners are based on a survey which was distributed to SMSF Adviser’s database of SMSF professionals. The results were collated and determined by an independent analyst.

SMSF AUDIT PROVIDER WINNER: ASF AUDITS

Highly commended: Seamless SMSF 

SMSF auditors have been faced with increased scrutiny and increased competition in recent years. With the changes ahead with the incoming auditor independence standards, it is therefore essential that anyone operating in this space has specialist expertise, thorough processes and an efficient service which uses up-to-date technology. This year’s winner has a long history of providing specialist audit services and is very well regarded by their clients, having now won the award eight years in a row.

Richard Smith, Managing Director, ASF Audits

We are very proud to have won the SMSF Audit Provider award for the eighth year in a row.

We thank everyone who voted for us, especially all of our loyal clients. This award is a testimony to the strength and professionalism of our team and the consistent high-quality service we continue to deliver.

While this has been another difficult year to navigate, with many challenges presented to everyone in the industry, our focus continues to be providing the highest-quality service. We do this by working with the best people and continuing to invest in developing smart solutions that ensure success for our clients and team.

We are looking forward to the year ahead as we welcome new clients, strengthen the relationships with our existing clients and release the next generation of SMSF smart tools that will benefit all of our stakeholders and provide the key to future success.

 

SMSF ADMINISTRATION WINNER: HEFFRON

Highly commended: SuperConcepts

SMSF administration is an important cornerstone to the compliance and types of strategies adopted by SMSFs. Providing SMSFs with timely administration services and technical support has been increasingly important in recent years as SMSFs and their advisers navigate the changes in superannuation thresholds, transfer balance account reporting and the total superannuation balance and its impact on contributions and strategies. Heffron, a now third-time winner of this award, has an extensive history of providing services to SMSF professionals and trustees and is well regarded in the industry for its exceptional technical expertise and knowledge. 

Meg Heffron, Managing Director, Heffron

Many thanks to all those clients who supported us to win the SMSF Administration Provider award for the third year running. It’s a great testament to our team but also the many advisers, accountants and trustees we work with who help us keep improving what we do.

Our reason for being is to help our clients explore everything an SMSF has to offer with complete confidence and without being bogged down by compliance. It’s our job to know the rules and what needs to be done and it’s our job to make it feel easy. When advisers comment that they don’t really spend much time thinking about their clients’ SMSF administration, we know we’ve done it well. 

The backbone of Heffron has always been our strong technical knowledge. What we feel makes us unique when it comes to SMSF administration is that we can bring that technical know-how to life in practical and relevant help on virtually anything our clients might bump into on their SMSF journey. We’re fortunate in that we don’t just have 20 years’ experience and 4,000 SMSF administration clients contributing to our ideas, we also have thousands more trustees, accountants and advisers that we serve via documents, actuarial certificates, education and technical support. 

That breadth is hard to match.

But we only have it because so many other SMSF professionals have chosen to trust us to help them with their clients — thank you.

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