Changing the trustee of an SMSF? Traps to watch for.
Many would know that the ATO follows a risk assessment process when notified of the establishment...
Read MoreKeep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts. Select a topic of interest or browse our most recent articles.
Many would know that the ATO follows a risk assessment process when notified of the establishment...
Read MoreMy client is the trustee of an SMSF. He’s unhappy with the performance of the fund’s investments...
Read MoreMy client recently died. I know superannuation death benefits need to be dealt with “as soon as...
Read MoreWhilst the Government has not yet publicly released the results of its Retirement Income Review...
Read MoreSMSF names don’t need to be unique – there are many SMSFs called “Smith Superannuation Fund”....
Read MoreMy client’s SMSF owns a number of properties. The members are aged in their 70’s and want to gift...
Read MoreRecently Meg Heffron wrote a blog about one of those cases where the retiree undertook a classic...
Read MoreOnce upon a time, there lived many retirees that rolled over their superannuation savings to...
Read MoreThis deferred tax provision is a result of the 2017 super reforms when the transfer balance cap and...
Read MoreAll approved SMSF auditors are required to comply with the independence requirements set out in the...
Read MoreOur work administering 4,000 funds and helping other practitioners with their SMSF queries has...
Read MoreAll SMSF trustees are required to “formulate, regularly review & give effect to” an investment...
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