Heffron SMSF Solutions is a Maitland-based business that has been closely involved in the development of SMSFs and is now one of the largest companies in the industry with institutional clients from all over the country.
To respond to industry needs, Heffron has recently expanded to include an office in Sydney, but Chief Operating Officer, Jenny Kerswill, said they remain committed to the Hunter region.
“Heffron has been employing local people from the Maitland/Newcastle area for over 10 years” Jenny said.
“We offer new graduates a chance to develop their accounting business careers and experienced accounting professionals a place to specialise. We also offer specialist IT and a variety of general administrative business employment opportunities. We are very proud to say that Heffron has more SMSF Professional Association (SPAA) accredited staff than any other SMSF specialist in Australia.”
Established in 1998 by Meg and Martin Heffron, who believed there was a need for all Australians to benefit from a better understanding of their financial future, the Heffron business started in their kitchen at home as a consulting firm, providing technical superannuation advisory services. From there, the Heffron business moved into SMSF and is now Australia’s premium independent SMSF service provider.
“If someone had said 15 years ago that a small Maitland business would be supporting some of the biggest businesses in Australia to ensure their clients get the best from their SMSF, we wouldn’t have believed it. However, that’s exactly where Heffron,” Jenny continued.
“Over the last couple of years we have been focused on making sure our customers can get access to all the SMSF services they need, with a subject matter expert and via our state-of-the-art technology.”