In our view, anyone who has an SMSF should also have an enduring power of attorney. Let me explain...

When a pensioner dies, the situation is clear if the pension was reversionary – the pension just...

When I wrote my last Meg’s Musings I didn’t imagine for a moment that we’d still be talking about...

Although new contribution opportunities up to 75 are exciting for most people, in this case the...

A recontribution strategy is something many people do once they reach an age where they are allowed...

It was great to see so many of our clients and industry colleagues at the SMSF Association National...

In a recent article (here) my colleague Annie Dawson provided her top 5 tips when it comes to...

Every time I meet someone (professionally or personally) with a “large fund” bias, I am reminded...

Market linked pensions are quite different to normal account-based pensions in that they are paid...

I want to share some news we’re very excited about – Kate Sheringham is soon to join Heffron as our...

April started in the best possible way at Heffron. For the first time in nearly a year, we were...

While there were obviously a number of new initiatives that impact many other sectors,...