What's in a name?
SMSF names don’t need to be unique – there are many SMSFs called “Smith Superannuation Fund”....
Read More
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...
Read More
Directing a super benefit to someone else
My client’s SMSF owns a number of properties. The members are aged in their 70’s and want to gift...
Read More
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...
Read More
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...
Read More
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...
Read More
Don't forget about grandfathered account-based pensions
Recently Meg Heffron wrote a blog about one of those cases where the retiree undertook a classic...
Read More
Pensioners Stuck in Legacy Products – it’s Time to Set Them Free
Once upon a time, there lived many retirees that rolled over their superannuation savings to...
Read More
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...
Read More
Why isn’t my actuarial % as high as I thought it would be?
This has become a common question since pensions and exempt current pension income (ECPI) got more...
Read More
SMSF Pension Phase | SMSF Pension Payments
In our article “Why isn't my actuarial % as high as I thought it would be?" we highlighted a number...
Read More
