Knowledge Centre Home About Us Our Story Our Team Join our Team Careers at Heffron Students & Graduates Fund Administration For Professionals Accountants Advisers For Trustees / Fund Members Actuarial Certificates Education & Support For Professionals Events Event overview Register for an event Courses Course overview Super Foundations short course Super Extension short course Super Specialist short course Mini Courses Technical Support Technical Support overview Help Desk Knowledge Centre Super Companion Documents Request a document Super Toolkit (Guided self-serve) For Trustees / Fund Members Overview of Trustee services Knowledge Centre Trustee Webinars Technical Support Request a document News & Insights Contact Quick Access Search Contact Us Subscribe to our newsletter Our Services Fund Administration Advisers Pricing and inclusions Transition process Establish an SMSF now Transition an SMSF now Request a sales call SMSF wind up service Accountants Pricing and inclusions Onboarding Process Request a sales call SMSF wind up service Trustees / Fund Members Pricing and inclusions Transition process Establish your SMSF now Transition your SMSF now SMSF wind up service Actuarial Certificates Volume packages Request a sales call Request an act cert (form) Education & Support Events See all our events Register for an event Courses See all our courses View Super Foundations sample View Super Extensions sample Technical Support Download Help Desk pricing Legacy Pensions and Reserves Division 296 Documents Professionals – Request a Document Trustees – Request a Document Login Heffron Administration MAESTRO Heffron IQ Portal Education Bites Super Companion Super Foundations Super Extensions Super Toolkit Find the topic you're looking for SMSF Knowledge Centre Search Where are you in your SMSF journey? Considering an SMSF? Learn about the pros and cons of an SMSF, see a comparison of SMSF vs other super funds, discover the roles in an SMSF and your obligations as a trustee. Learn more How to set up an SMSF We'll walk you through the decisions you'll need to make, the documentation required to apply, and the steps you will take to set up your SMSF. Learn more All set up? What's next? We explain your obligations for managing an SMSF, how to formulate your investment strategy, along with tips to help you understand compliance. Learn more Get help by topic In Practice Learn why people have an SMSF, best practices for running your SMSF, roles and responsibilities and more. Learn More Contributions Learn about contribution types, rules and limits, what happens if you exceed the limits and more. Learn More SMSF Investing Learn the ins and outs of assets classes, the sole purpose test, investment strategy, related parties and more. Learn More Benefits Learn about the types of pensions available, how to set one up to enable easy access to your super. Learn More Death & insurance Learn about superannuation beneficiary rules, insurances available to you in an SMSF and more. Learn More Fund & other taxes Learn about how and why an SMSF should register for GST, actuarial certificates and more. Learn More Quick Links Facts & Figures Respond quickly to client queries with our FY Facts & Figures downloads. Download Now Glossary of Terms Get help to understand the terminology and acronyms used in superannuation. Get help now News & Insights Visit our News & Insights blog to stay up-to-date on all things superannuation. Visit Now Contact Us Speak to an SMSF Consultant 1300 HEFFRON Make an enquiry Boost your knowledge Newsletter signup Knowledge Centre News & Insights Contact Careers © 2025 Heffron Consulting Pty. Ltd. trading as Heffron. | ABN 88 084 734 261 | AFSL 241739 | All rights reserved. CPD Policy Privacy Policy Privacy Collection Statement The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed. ×