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Heffron

Heffron

4.7(37 reviews)See reviews ↓·Maitland

About the company

Heffron is an accounting firm founded by Meg and Martin Heffron in 1998. Its legal entity is Heffron Consulting Pty. The firm has provided superannuation services for more than 25 years. It offers full-service SMSF administration across accounting, tax, compliance, and strategy, and provides actuarial certificates. Education and support are delivered through courses, events and content.

Services are aimed at advisers, accountants, and trustees/fund members. Heffron was named SMSF Adviser 'Administrator of the Year' five years running and won the Core Data & SelfManagedSuper 'SMSF Administrator Award' five times. It was named SMSF Adviser Educator of the Year in 2022 and 2023. Heffron also consults to regulators, government, and the media.

What customers say

Based on genuine customer reviews

In Maitland and the surrounding district, Heffron has built a client following that spans decades, and the feedback collected around its self managed superannuation work reflects that longevity. A number of customers describe the process of establishing a fund and trustee and then preparing a first tax return as straightforward, with the fund's annual taxation and audit obligations handled accurately and on schedule. A theme running through the feedback is the depth of knowledge staff bring to SMSF rules, described as clear and concise when complex questions arise, and reviewers frequently point to the timeliness of detailed responses to queries submitted by trustees.

Named individuals such as James Frost, Tanya, Kylie and Courtney Sutton are thanked for courteous, patient assistance, including during a period when a client's family faced a serious health setback. The online systems used to track progress in real time are praised for being simple and efficient, and the quarterly webinars are singled out as an insightful series. Longstanding clients, some of twenty years or more, note the consistency of communication and advice across fund establishment, tax preparation and ongoing compliance.

Superannuation ConsultantAccounting firmEducational consultantTax consultantTax preparationTraining center
Heffron — Customer photo

Reviews

Reviews are taken from publicly available sources.

JD
Josh D1 September 2026

Just attended their Super Intensive day and learned so much. These folks really know their stuff when it comes to Super and SMSF. Highly recommended

BJ
Braddon Jolley27 March 2026

After 8 years I continue to be delighted with the service from Heffron. The systems are simple to use and operate efficiently. But the stand out is the staff: Tanya and Kylie are incredibly helpful and so easy to deal with. I was asked recently for feedback from my bank and told them they needed to be more like Heffron!

SB
Stephen Blackhall16 March 2026

Over the decades I have been dealing with Heffron for myself and for clients I have always found their service friendly and efficient and their knowledge and expertise of the highest professional standard.

PP
Paul Porta20 February 2026

“The entire team at Heffron excel at their respective roles and are utmost professional in the services provided by Heffron SMSF. I feel comfortable and confident in all they do for my SMSF. The Qtly. webinars are also a very valuable and insightful series. Kind Regards, Paul Porta”

JP
Jack Pearce30 January 2026

Olivia Carter took my call and heard me out with my long tricky needs. As it transpires, the solution was not part of Heffron's brief... but she took the trouble to recommend a solution through her contacts in financial services. Professional and polite. Good on Heffron and Olivia.

MM
Mark Montgomery3 November 2025

I would Personally like to thank James Frost from Heffron for his ongoing Professional service and commitment given to us. We have had a difficult year with my father suffering a significant health setback. James has always been there and provided myself with timely, detailed responses to any of my queries that I have had. James support has really made things a lot easier for us, at a time that has mattered most. - Thank you very much James. Regards Mark and Bernard

SK
Saw Keow Terlich3 November 2025

It gives me great pleasure to share my experience of Heffron. Fyi, I was previously with BT Panorama and after they closed their SMSF administration services, they offerred and I accepted Heffron as my new provider. To start with I was very hesitant, but after I've been near three years with Heffron; I have been bowled over by their professional, courteous, efficient, and expert care. Nothing is too much to ask. The whole Heffron Team deserves a pat on their backs and in particular, I want to give a shout out to James and Kylie who have been exceptional in the way they have taken care of my needs. Once again, thank you Heffron. Keep up the good work you are doing. I will certainly be delighted to recommend your services to family, friends and acquaintances alike. You have earned your badge.

Accountants in Maitland compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Maitland are compared.

RankProviderRatingReviewsOpen Sat.
1Balanced Beans★ 5,021No
2Kelly+Partners Accountants Maitland★ 5,019No
3Heffron (this page)★ 4,737No
4Macmillans Accountants★ 4,520No
5H&R Block Tax Accountants - Maitland★ 4,426Yes
Contact
+611300433376heffron.com.au1/27 Bulwer St, Maitland NSW 2320
Working hours
Monday08:30–17:30
Tuesday08:30–17:30
Wednesday08:30–17:30
Thursday08:30–17:30
Friday08:30–17:30
SaturdayClosed
SundayClosed