News & Insights
Keep 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.
Big changes for funds allocating reserves
The big challenge with reserves under current law is that unless they are allocated in quite small...
Read MoreMy SMSF owns property – what can I (legally) do to enhance its value myself?
When it comes to enhancing the value of SMSF investments, there are two key risks to think about.
Read MoreMeg's Musings – September 2024
We’re now well into our Super Intensive Day series with only one more live event and then the...
Read MoreWinding up a pension fund should be handled with care
It’s common to assume that once a member decides to wind up their SMSF, it should just happen as...
Read MoreMeg's Musings – August 2024
I’ve been knee deep in spreadsheets for the last month – yet more modeling on Division 296...
Read MoreDivision 296 – more than just a new tax
If legislated in their current form, the new Division 296 tax rules (the extra tax for those with...
Read MoreBring forward rules when caps are changing
The contribution caps change from 1 July 2024. In particular, the annual non-concessional cap goes...
Read MoreMeg's Musings – July 2024
Happy new financial year and I hope your run up to 30 June was as uneventful as possible. I always...
Read MoreDoubling your super contribution tax deductions – but carefully
There’s a little known strategy that can help you make extra super contributions in June and get a...
Read MoreMeg's Musings – June 2024
My house is freezing and I’m stressed – must be June. It seems so many things happen in June. We...
Read MoreBudget silence : where are we now with legacy pensions?
Both this Government and the last promised to allow members with legacy pensions to escape them and...
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