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

At Heffron, our customers come first – that’s you. You are why we do what we do.

We want everyone to benefit fully from Australia’s superannuation system, and we do everything in our power to equip super professionals and trustees with the services, support and knowledge needed to do just that.

That’s why we are improving every step of your customer experience by taking ‘our smarts’ to the next level and bringing it all together in one place with the development of a new Heffron online portal.

How will it improve?

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.

Frequently Asked Questions

As part of joining the Heffron Platform you will automatically have a personal account created. Use your personal account for any individual purchases.

Individual purchases are specifically for you, and these will carry with you as you move throughout your career into new roles and companies. Individual purchases cannot be reallocated to another user once purchased.

Business Team purchases mean you can manage event tickets and product licences across a team. You’ll have the ability to assign tickets and licences, reallocate licences, track team CPD and make purchases on behalf of your colleagues if you have appropriate permissions assigned.

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 staff member.

Once you’ve created an account in the Heffron Platform and signed in, navigate to the left-hand menu and select Teams > All Teams.

Here you can create a new team to help manage business team purchases. Name your team then set a billing name and email address. Invoices for any purchases will be addressed to your billing team name and emailed to your chosen billing email address. You can update these details at any time. For more information on how to set up your team, check out our handy video tutorials below.

Questions?

We’ve heard your feedback and understand what matters most to you, which is why we’re excited to introduce our new Heffron experience.

Our goal is to empower your team for success by rolling out each enhancement as part of our staged launch. We’ll keep you updated every step of the way and invite some of you to participate in customer testing to ensure we get it right.

If you have any questions or would like to learn more about how your Heffron experience is evolving, simply complete the form below, and a member of our project team will be in touch with you promptly.