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Kate Sheringham @KateSheringham

Product Manager, Chartered Accountant, Consultant/ Owner at Kollaborative Solutions. Passionate about the SMSF space, new tech & design.

Joined April 2013
  • Tweets 1,831
  • Following 1,956
  • Followers 1,378
170 Photos and videos
Kate Sheringham retweeted
SMS Magazine@smsmagazine
13 Oct 2022
The leading SMSF service providers have been named in the sector’s longest-running awards presented by selfmanagedsuper and research house CoreData. smsmagazine.com.au/news/2022… #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine
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Congratulations to the @HeffronSMSF team for being awarded the adviser's choice for #SMSF admin. Their technical expertise & dedication to our customers has blown me away. Congrats to all winners & finalists & a big thank you to our clients & @smsmagazine @CoreData_Global
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Kate Sheringham retweeted
SMSF Adviser@SMSFAdviser
29 Aug 2022
Winners of the 2022 SMSF Awards unveiled tinyurl.com/2epbzhru
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Kate Sheringham retweeted
Heffron SMSF@HeffronSMSF
29 Aug 2022
We are incredibly excited to have taken out top honours for TWO categories in the @SMSFAdviser SMSF Awards 2022, winning top Education Provider & top Administration Provider - for the fourth consecutive year! Congrats to all the winners & finalists. smsfadviser.com/feature-arti…

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Woo hoo! Super proud of the @HeffronSMSF team for receiving recognition of their hard work & dedication to our customers. So happy to be part of this team and helping to evolve an already incredible suite of #smsf products and services. 👏 smsfadviser.com/news/21524-w…

Winners of the 2022 SMSF Awards unveiled - SMSF Adviser

SMSF Adviser has revealed the winners of the SMSF Awards for 2022, recognising the firms providing outstanding service to SMSF professionals and their clients. The SMSF Awards, now in its ninth yea

smsfadviser.com
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The @SMSFassoc announces new CEO - Huge congratulations to @PBurgessSMSFA - well deserved. #smsf smsfadviser.com/news/21415-s…

SMSF Association announces new CEO - SMSF Adviser

The SMSF Association has announced a new chief executive, with John Maroney stepping down from the role from March next year. SMSF Association deputy chief executive and director of policy and educa

smsfadviser.com
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Really excited to be joining the @HeffronSMSF team and to start working with our clients and partners. There are certainly some exciting times ahead as we further develop the digital suite of products #smsf smsfadviser.com/news/21094-h…
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Excited to join the @HeffronSMSF team and to start working with their customers and partners next month. I've been a big fan of Meg and her business for a long time and am so pleased to be joining Heffron for this exciting phase.
SMS Magazine@smsmagazine
19 Apr 2022
Heffron has appointed a former BT and Class senior manager to the newly created role of head of product following the growth in demand for digital products. Read more: zpr.io/t5d4iXBVHVkk #SMSF #financialplanning #financialservices #ausbiz #accounting #smsfs #superannuation
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SMSFs may not need ESA action #smsf #superannuation smsmagazine.com.au/news/2021… via @SMSMagazine

SMSFs may not need ESA action for SuperStream | SMS Magazine

SMSFs using a digital service provider may already be compliant with new SuperStream and electronic service requirements (ESA) that start in October.

smsmagazine.com.au
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Six-member time frame will create delays #SMSF smsmagazine.com.au/news/2021… via @SMSMagazine & @HeffronMeg

Six-member SMSF time frame will create delays | SMS Magazine

Trustees are advised to wait before registering new members as many institutions are not ready for the introduction of six-member SMSFs.

smsmagazine.com.au
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An interesting article that brought up lots of memories and early learnings - 5 Lessons learned from growing a product team in a hyper-growth startup: medium.com/point-nine-news/l…

Lessons learned from growing a PM team in a hyper-growth startup

Start feeling the pain of not having product managers? Read this!

medium.com
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I have some capacity this month for new client services. Please reach out if you're wanting to find out what your customers are looking for in your software or need assistance in scoping and delivering new features. #Accounting #SMSF #productmanagement #productdevelopment
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Kate Sheringham retweeted
Stuart Jones@stuartjones_1
11 May 2021
Self-education expenses: $250 threshold for tax deduction to be removed #FederalBudget2021 #WeeklyTaxBulletin
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A good summary from @smartersmsf - How #SMSF fared in the Federal Budget 2021 #Budget2021 smartersmsf.com/2021/05/how-…

How SMSFs fared in the Federal Budget 2021

The Government announced a number of key measures in the Federal Budget 2021 that will impact superannuation and self-managed super funds.

smartersmsf.com
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Kate Sheringham retweeted
Liam Shorte 🇮🇪🇦🇺@SMSFCoach
11 May 2021
#Superannuation Downsizers People over 60 who sell their family home and downsize will be able to put $300,000 into their superannuation. #SMSF #Budget2021
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New pension pack tool is launched from @HeffronSMSF - It's fantastic to see pension documentation reflect how accountants work in practice. Easy to use and ticks all the boxes. Great work! #smsf #SMSFToolkit #pension #innovation #software smsfadviser.com/news/19865-h…

Heffron launches new Pension Pack tool - SMSF Adviser

Heffron has launched a new industry tool designed to deliver pension documentation for accountants and advisers.

smsfadviser.com
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Lots of discussion this week with firms hoping the 20% rule was going to solve their issues - timely article @ShelleyBanton #smsf smsfadviser.com/news/19854-a…

ATO’s reciprocal auditing benchmark not a ‘get-out-of-jail-free card’ - SMSF Adviser

SMSF auditors have been warned that SMSF firms cannot rely on the ATO’s benchmark guidance regarding reciprocal arrangements as it does not address all independence threats.

smsfadviser.com
Congratulations on the appointment David! I'm sure @evolv_super will benefit greatly from your vision & enthusiasm! Evolv appoints new chair smsfadviser.com/news/19672-e…? Adviser
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#SMSF engagement letters overhaul - great article from @ShelleyBanton smsfadviser.com/strategy/196…

SMSF engagement letters overhaul - SMSF Adviser

The Accounting Professional and Ethical Standards Board Limited (APESB) has recently updated APES 305 Terms of Engagement requiring SMSF professionals to include the details of all outsourced...

smsfadviser.com
Kate Sheringham retweeted
Financial Observer@fin_observer
14 Jan 2021
smsmagazine.com.au/news/2021… #SMSF #financialplanning #financialservices #ausbiz #accounting #smsfs #superannuation #smsmagazine

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