News & Insights

Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts.

SMSF Pensions & ECPI: Navigating the Post-Death Rules

Preparing the accounts of an SMSF after a pensioner’s death—when their pension didn’t continue - can be tricky. Super and tax rules don’t always align, leading to different outcomes. The key?...

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Meg's Musings - March 2025

It was great to see some of you at the SMSF Association’s National Conference in Melbourne last month. If you missed Lyn’s excellent workshop on non arm’s length income / expenses (NALI / NALE), it’s...

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Allocating reserves in the new world

The 7 December 2024 changes to the treatment of reserve allocations certainly provide some excellent new opportunities to get rid of many SMSF reserves. But those who’ve already made allocations in...

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