Super Companion updates to content plus new flowcharts and factsheets

27 Nov 2023
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.


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