Updated Client Resources in Super Companion – July 2024

01 Aug 2024
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.

 

Submit feedback here

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.


Share now