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9 May 2024

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Heffron

  •   7 November 2023
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Heffron receives two awards at the SMSF Adviser awards

Meg Heffron: We were thrilled to receive two awards at the SMSF Adviser awards last week – one for fund administration and one for education. Thanks to all those clients who voted for us, it means a great deal to our team to have their work recognised.

Both awards are very special to us for different reasons. SMSF compliance and administration, for example, is at the core of what we do and is the biggest part of our business. But when done well it’s often quite an invisible service. No one gets excited about receiving an accurate tax return! We’d like to think it’s all the support around that service that makes it valuable – technical information and education for our advisers, accountants and trustees. So the fact that our clients valued it enough to specifically vote for us was very rewarding.

Education, of course, is entirely different but in many ways related. Almost every time I write some new education material, a blog or an article, I draw on the practical knowledge in our firm that comes from looking after thousands of SMSFs as well as supporting hundreds of accountants and advisers. And I know my colleagues in our education team (Lyn Formica, Leigh Mansell and Annie Dawson) do exactly the same. It’s in our education where we can really share the benefits of spanning so many different services in SMSFs.

Thank you for your generous support and for making it possible for us to win these awards.

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