News & Insights

Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts.

Actuarial percentages for pension funds that are winding up

Winding up an SMSF can sometimes be tricky, particularly if a pension is involved. What actuarial percentage should you use? Particularly since your actuary can’t give you a final figure until the...

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Meg's Musings - June 2025

The Division 296 tax debate has well and truly entered the mainstream media! I wonder if it will be enough to give the Government pause for thought? At this stage I would be glad to see almost any...

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Division 296 tax, legacy pensions and reserves – a real dilemma

For someone impacted by the extra tax on those with more than $3m in super (known as Division 296 tax), it’s not necessarily smart to withdraw large amounts from super before 30 June 2025. But this...

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