Updated Client Resources in Super Companion – July 2024

01 Aug 2024
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Product Updates

Product Updates

Heffron SMSF

 

We have recently updated some of our client resources in the Super Companion including;

  • Facts & Figures 2024/25

  • Client guide - Getting the Best out of an SMSF Pension

  • Factsheet on claiming a tax deduction for personal super contributions

  • Professionals eBook and client factsheet on downsizer contributions

  • eBook - SMSF double tax deduction strategy

We have also added a new client guide on contribution splitting. This guide explains how and when it is possible to give some of your super to your spouse.

 

Super Companion

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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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