News & Insights

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

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Meg's Musings - February 2025

Meg's Musings - February 2025
4 Feb 25

It’s way too late to wish anyone a Happy New Year but welcome to our first edition of Heffron Highlights for 2025.

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Some relief on the ATO’s controversial new view on pension failures

Some relief on the ATO’s controversial new view on pension failures
4 Feb 25

An old tax ruling (TR 2013/5) provided useful guidance on many issues for SMSF pensions. It was refreshed in June 2024 and in just a few lines, the ATO profoundly changed the accepted wisdom on what...

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Tips for winding up market linked pensions

Tips for winding up market linked pensions
3 Feb 25

We expect many of our clients will look to wind up their legacy pensions this year – thanks to the amnesty introduced in December 2024. But is there anything to watch out for?

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