Heffron acquires superannuation advice specialist

Heffron SMSF Solutions acquired a Queensland firm that specialises in providing superannuation education to financial advisers.

Joining the New South Wales and Hunter Valley-based SMSF service provider is McPherson Super Consulting - a firm that also provides advice and administration services.

Heffron SMSF Solutions managing director Martin Heffron said McPhersons has established "an enviable reputation for technical excellence within the Queensland accounting and financial planning community."

"We are delighted to say that Lyn Formica, Allan McPherson and their excellent team of SMSF education and consulting professionals will be also be joining us," Heffron said.

"McPhersons' philosophy and culture are very aligned to our own and the addition of this high quality team to our organisation will only enhance the strong technical team we already have and add material capacity to that team."

Formica and her team will report to Meg Heffron in her role as the leader of the education and training functions within Heffron. They will also be working closely with Leigh Mansell and other technical staff, Martin Heffron said.

Heffron SMSF Solutions has provided solutions for SMSF trustees and their advisers since its inception in 1998. It is one of Australia's largest independent SMSF service providers.

Read more: Heffron SMSF SolutionsQueenslandMartin HeffronMcPhersonsAllan McPhersonAustraliaHunterLeigh MansellLyn FormicaMcPherson Super ConsultingMeg HeffronNew South Wales
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