Costs of operating SMSFs - Different strokes for different folks
The “Costs of operating SMSFs 2020” report prepared by Rice Warner and released by the SMSF...
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Meg's Musings – November 2020
I think I’m still recovering from our first ever virtual Super Intensive Day last week. Thank you...
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Why a partial commutation is so powerful
There are several key differences between a partial commutation and a full commutation that make...
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Critical documentation for all pension funds
Almost all pension members will occasionally draw more than the minimum pension amount in a given...
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Why partial commutations can improve an SMSF inheritance
We often hear that clients who take more than the minimum required from their pension accounts each...
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The ATO and audit independence
It’s great to see the ATO putting out its own commentary and explaining its compliance approach for...
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Meg's Budget Musings
Well I didn’t get my Budget wishlist. I wanted the Government to: deal with residency, legacy...
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Meg's Musings on the Kaden Centre
At Heffron, we love what we do but we know we can always achieve more when we take something on as...
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What does the Federal Budget 2020 hold for SMSFs?
If we ever needed reminding that 2020 is indeed a strange year, look no further than the fact that...
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Tips & Traps on recognising income for tax purposes (and ECPI)
One side effect of the current ECPI regime is that a fund's tax exemption on investment income...
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Three changes SMSFs need that won’t blow a hole in the Federal Budget
If Accountants ever needed reminding that 2020 is indeed a strange year, look no further than the...
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My client’s transition to retirement income stream (TRIS) has converted to a retirement phase pension. Why isn’t it reflected in the actuarial %?
TRIS's have been excluded from the actuarial % calculation since 1 July 2017. While they are...
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