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Heffron announces major new education initiative

meg heffron new smsf
By Keeli Cambourne
06 November 2023 — 1 minute read

The SMSF specialist advice firm is adding a new webinar education series to its stable aimed at professionals who don’t specialise in SMSFs.

Meg Heffron, managing director of Heffron, said she works with many accounting and advice firms with a wide range of specialities, some of whom don’t have enough time or interest in super.

“This might seem a little counterintuitive – a superannuation educator looking to educate people who don’t specialise in SMSFs and have no desire to do so,” she said.

“But many of those firms we work with are talking to clients and small business owners all day so they need some super knowledge even if they don’t work directly with SMSFs.”

The ‘Super in 60’ webinar series is designed to provide superannuation highlights, risks and opportunities to time-strapped professionals so they can talk confidently to their clients and know when there’s a superannuation issue to refer to their firm’s internal specialists.

“We don’t believe there’s anything like this in the market,” said Ms Heffron.

“We have plenty of education options for people who are actively engaged in superannuation and SMSF advice or accounting but people who come to our training then often take a lot of responsibility for communicating the latest changes within their wider business.”

She said Heffron has had great success in recent years providing valuable, ad hoc training to business services accountants or general tax specialists and wanted to make the training publicly available to a wider audience.

The series will consist of six webinars released monthly, each 60 minutes, delivered by Heffron’s technical team of industry-leading educators.

The series will be available at no cost, for unlimited attendees, to clients of the firm’s actuarial certificate service.

“We know that a lot of our accounting firms in particular face this challenge of disseminating super knowledge throughout the firm,” Ms Heffron said.

“The fit between our actuarial service and this new series seems perfect.”

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