News & Insights

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

Can an SMSF claim a future service deduction? 8 traps to watch for

When insurance is held inside a superannuation fund, most trustees automatically claim a tax deduction for the insurance premiums paid each year. But there's another option that is often overlooked....

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Meg's Musings – November 2026

Even though it’s November, I must confess I’m still regularly musing about the ATO’s annual statistics released in September. In particular, the fact that over 52,000 SMSFs were established in...

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TRIS: Why transition to retirement pensions still matter for SMSFs

TRISs (transition to retirement income streams or pensions) are certainly not as useful as they used to be. They took a significant hit back in 2017 when they lost some key tax breaks. But believe it...

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