Meg's Musings - June 2023
For weeks now I’ve kept returning to this story in SMSF Adviser that talks about “fairness” in the...
Read MoreKeep 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.
For weeks now I’ve kept returning to this story in SMSF Adviser that talks about “fairness” in the...
Read MoreAre medical certificates always necessary when an SMSF member accesses their super under the...
Read MoreMy client Judy had $1.5m in super at 30 June 2022. She was originally going to make...
Read MoreAs we reach the pointy end of the financial year, it’s worth turning our minds to Total...
Read MoreA fund has received a release authority from the ATO to release a member’s excess non-concessional...
Read MoreWhen we covered the last Federal budget in October 2022, I wrote “I don’t recall a Federal Budget...
Read MoreIn last night’s Federal Budget, the Government provided a long awaited update on its proposed...
Read MoreTotal Superannuation Balance (or TSB) is a term many would assume to be fairly self-explanatory. It...
Read MoreMy client will start a retirement phase pension from 1 July and plans to realise a capital gain on...
Read MoreSMSFs are often linked to business enterprises in some way – they frequently own shares (even in...
Read MoreHopefully the death of an SMSF client is not something you are dealing with every day. But, when...
Read MoreOverseas travel is a priority for many after lockdowns and travel restrictions imposed due to...
Read More