Your Heffron experience is about to get a whole lot better.

You’ll be able to sign into Heffron online and access our full suite of services through one secure gateway, using multi-factor authentication ensuring privacy, security and compliance.

We’re making it easier than ever to access everything Heffron has to offer, all in one place. From event registrations to managing your fund administration clients, everything you need will be at your fingertips.

All your information – from communications with our team to managing your account – will be consolidated in one easy-to-use platform. You’ll have the tools to manage your team’s learning and development, including CPD tracking, course progress reports, group event registrations, course enrolments, and much more.

We’ll wrap your new Heffron experience in our technical know-how to serve up the services and support you need, and leave out the things you don’t. We’re excited to bring you new features that will further enhance our ‘customer first’ strategy, regardless of how little or how much you choose.

As part of creating your Heffron Platform account you will automatically have a personal team created. Use this team for any purchases you are making personally. You can save your credit card details for purchases, set your own billing address and track your Heffron purchase separately to those by your business or employer.

Setting up a team for your business means you can have admin staff make purchases on behalf of your other team members. You can choose who has admin and purchasing permissions, and change who is in your team at any time.

If someone leaves your business and they have a ticket to a Heffron event or a subscription, you can easily transfer that ticket or licence to a new member.

Once you’ve created your personal account you can navigate to team creation from your dashboard.

In the left hand menu, select 'All Teams'. Then select 'Create Team'. Name your team and set your billing email address. Invoices for any purchases will be addressed to your chosen team name and emailed to your chosen billing email address, as well as being available from within the platform. The names and the billing email address can be updated at any time.

You can name your team anything you like. You might choose your business name e.g. ABC Accounting or the name of your direct team ABC SMSF Team.

Please note, invoices for any purchases will be addressed to your chosen team name. You can update your team name at any time.