Super Companion updates to content plus new flowcharts and factsheets

27 Nov 2023
What's new at Heffron
Product Updates

Product Updates

Heffron SMSF

What's new in the Super Companion? 

Our most recent release includes updates to existing content plus, additional flowcharts and factsheets to further support you.
 
The updated content includes:
  • Updates to the 'Proposed Legislation Changes' page covering where we are at with non-arm's length expenses, consultation on EPOA reforms, consultation on the Government's proposal for payday super.
  • The 'Death Benefits Checklist' has been updated.
Additions to existing pages include:
  • Excess contributions and excess transfer balance cap now link through to the ATO website so you can, with one click, see the relevant interest rate which will apply.
  • We've added a Flowchart on how to deal with SIS Contraventions.
  • Plus we've added a new factsheet for clients on Div 293 tax and what to do if they prefer to pay it from super.

Super Companion

This article is for general information only. It does not constitute financial product advice and has been prepared without taking into account any individual’s personal objectives, situation or needs. It is not intended to be a complete summary of the issues and should not be relied upon without seeking advice specific to your circumstances.

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The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.

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