My client is a beneficiary of their uncle’s estate. They are wondering if their SMSF can buy an...

All self-managed super funds should expect trouble if they are not re-valuing each asset every June...

As I wondered what to write for this month’s Meg’s Musings, I looked back over what I said around...

No one is going to disagree – good record keeping is essential for any SMSF. But as the years click...

A new financial year always brings a new “to do” list. With one month over already, we’ve put...

A key ATO ruling (LCR 2021/2) was released today to update the original draft from 2019. It deals...

It’s well-known that there are limits on how much can be put into super every year. We call these...

Since 1 July 2017, $1.6m has been a magic number in superannuation for all sorts of purposes, most...

New rules allowing individuals to initiate a “bring forward” of future years’ non-concessional...

Well one financial year ends and another begins. At Heffron we were fortunate to kick off the new...

The first question is simple – they can. This legislation has passed and takes effect from 1 July...

The concessional contributions cap increases from $25,000 to $27,500 from 1 July 2021 – a good...