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Showing 21 - 30 of 44 results for "Heffron"

Heffron reshuffles leadership

HARRISON WORLEY  |  FRIDAY, 29 MAR 2019
SMSF solutions provider Heffron has appointed a new managing director. In a leadership reshuffle, head of product Meg Heffron is stepping into the managing director role. Heffron, who co-founded the business with the now former managing director Martin ...

Heffron partnership to offer robo-SMSFs

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
SMSF administration provider Heffron has partnered with an automated investment management company to offer a new low-cost SMSF service. The partnership between Heffron and Six Park expands on an initial agreement between the two companies in February ...

SMSF administrator creates lead data role

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
... A self-managed superannuation fund administrator has added a head of data and process to its executive lineup. Joining Heffron in the newly created role is Jodi Stapleton. Stapleton was most recently senior manager service and information delivery at ...

Robo-advice provider inks deal with Class

ALEX BURKE  |  MONDAY, 5 FEB 2018
... up-to-date view of investment data and detailed tax reporting." Six Park is also partnering with SMSF administration provider Heffron so as to offer its clients an automated SMSF management platform. Six Park chief executive Patrick Garrett explained ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... Pension Fundamentals Perpetual WealthFocus Pension Plan SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the Year Frontier Advisors JANA Investment Advisors Mercer Willis Towers Watson Investment ...

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... Year AustralianSuper Cbus Hostplus IOOF Sunsuper UniSuper SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the Year Frontier Advisors JANA Investment Advisers Mercer Willis Towers Watson Investment ...

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
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 ...

NAB partners for SMSF establishment service

ALEX BURKE  |  THURSDAY, 5 JAN 2017
NAB is collaborating with an SMSF administration provider to launch a new SMSF set-up service. Through nabtrade, Heffron SMSF Solutions will provide what NAB describes as a "fully featured establishment and administration service" for SMSF investors. ...

SelectingSuper announces super fund of the year

DARREN SNYDER  |  THURSDAY, 17 NOV 2016
... HOSTPLUS; the Asset Consultant award was presented to Frontier Advisors; the SMSF Administrator Product of the Year went to Heffron; and the Consumer Choice Award went to BUSSQ.

Finalists for SelectingSuper Awards announced

DARREN SNYDER  |  FRIDAY, 14 OCT 2016
... Year Frontier Jana Mercer Willis Towers Watson SMSF Administrator of the Year SuperConcepts SuperIQ Netwealth Self Super Heffron BT Panorama SuperGuardian