News
 

McPherson & Heffron have Joined Forces

 

It is with great pleasure that we announce the merger of McPherson Super Consulting’s business operations into Heffron, effective from 1 August 2017.

Since our establishment in 1999, Allan and I have strived to provide advisers with the education, advice and technical support they need to maximise their client’s superannuation outcomes.  We see our merger with Heffron as an opportunity to consolidate on those goals with an expanded consulting team and upgraded technologies.

Like McPhersons, Heffron are passionate about raising standards in the Australian financial services industry.  They hold the same values we do and are not owned or licensed by any financial institution.  As we move forward together, we’ll continue to offer practical solutions on all aspects of superannuation.  Our expanded service offering will ensure you continue to have the know-how, tools and resources you need to assist your SMSF clients with confidence.

Allan, Zoë, Kim and I look forward to introducing you to the Heffron members of the consulting team in due course.  If you have any queries in the interim, please feel free to contact us.

 

We're Moving

 

It has been a busy few weeks since the announcement of our merger with Heffron and we wanted to provide you with an update. 

The transition to combine our education, advice and technical support services is going smoothly and you’ll soon start to see changes in our branding.  Over time, we look forward to introducing you to a wider range of specialist resources and technologies that you have experienced in the past.

To cap off a busy few weeks, we’re moving office.  Our 5 years in the Queen Street premises have simply flown by but it is now time to relocate to new premises.

Effective from Monday 4 September 2017, the Heffron/McPherson Brisbane office will be located at:

Street Address:  Level 15, 120 Edward Street, Brisbane (the Crowe Horwath building)
Phone Number:  1300 172 247

Your phone call will be answered by our Hunter Valley team who are looking forward to working with you over time.  Kim, Zoë, Allan and myself will still be your main points of contact (simply ask for us and you will be transferred through to Brisbane) but we now have others able to help if we are not available.  With this in mind, we’d like to take this opportunity to introduce you to the members of the expanded ‘tech team’ and their respective email addresses:

Brisbane Office

Lyn Formica        lyn.formica@heffron.com.au (please note new address)
Zoë Redman       zoe.redman@heffron.com.au (please note new address)
Allan McPherson  kim.calder@heffron.com.au (Kim will ensure Allan receives any queries)

Hunter Valley Office

Meg Heffron        meg.heffron@heffron.com.au
Leigh Mansell       leigh.mansell@heffron.com.au    
Luke Whitaker      luke.whitaker@heffron.com.au


Kim will continue to handle all enquiries in relation to seminars, training and subscriptions.  Please note her new email address is kim.calder@heffron.com.au

Note, for the present time, the postal address for the Brisbane office will remain the same (GPO Box 221, Brisbane  Qld  4001).

We look forward to welcoming you to our new Brisbane office and introducing you to the NSW based Heffron team soon.
 

Facts & Figures 17/18

Our 2017/18 Facts & Figures in currently in progress and copies will be forwarded to AdvisorEssentials, AdvisorConnect and AdvisorPro subscribers once finalised.
 

Kits

Benefit Payment Kit

Following the release of the ATO's PCG 2017/5, we are pleased to announce that subscribers to our Benefit Payment Kit can now access the documents necessary to record:

  • the rollback of all or part of an account based income stream on or before 30 June 2017
  • the cessation of one of more transition to retirement income streams on or before 30 June 2017
  • the confirmation that an individual drawing a transition to retirement income stream reached age 65 or retirement before 1 July 2017

Our existing pension Proformas for new pension commencements, stops & restarts and the lump sum election strategy remain able to be used for actions up to 30 June 2017.  We are in the process of updating the documents for new pension commencements and stop & restarts from 1 July 2017 onwards and will let you know as soon as they are available.

We are in the process of updating our Benefit Payment Kit with all the new legislation.  

To subscribe to our Benefit Payment Kit, please click here to download our subscription order form (as a writeable PDF).  Page 2 has an overview of all our Advisor Support packages/subscriptions along with the inclusions and costs.


SMSF Compliance & Admin Kit

We are in the process of updating our SMSF Compliance & Admin Kit (formerly called "SMSF Admin Kit") with all the new legislation.

To subscribe to our SMSF Compliance & Admin Kit, please click here to download our subscription order form (as a writeable PDF).  Page 2 has an overview of all our Advisor Support packages/subscriptions along with the inclusions and costs.