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SMSF E-Newsletter
Contains essential SMSF tips and strategies.
In the Press
We are frequently quoted in the financial press as experts on SMSFs. Click the PDF icon to view some of the topical press articles to which we have contributed.
SMSF Round Table
Macquarie Bank recently assembled seven SMSF experts to participate in an in depth discussion focusing on the possible impacts to SMSFs emanating from the Future of Financial Advice (FOFA) and Stronger Super reforms. Martin Heffron was invited to attend and represent Heffron.
Click here for more information on the SMSF round table
Cooper Review
Meg Heffron was one of seven panellists on the Federal Government’s Review into the Governance, Efficiency, Structure, Operation of Australia’s Superannuation System (the “Cooper Review”).
The Cooper Review final report was delivered to the Minister in late June 2010 and in December 2010 the Hon Bill Shorten released the Government's response. For further information on the Government's response to the Cooper Review please go to:http://strongersuper.treasury.gov.au/.
Click on the links below to listen to Meg Heffron discussing the final Cooper Review Report.
Interview with Phil Dobbie on BTalk 6/7/2010
Interview with Carol Duncan on ABC Afternoons 6/7/2010
Behind the Cooper Review - Asset Magazine - 1/09/2010
As one of the Cooper review panel members, Meg provides an insight in to her role on the panel.
Click here to download article
Recent Promotions at Heffron
We have recently announced several promotions amongst our management team - a full copy of our press release can be found here.
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Tax breaks on way to retirement - Wealth, The Australian - 2/11/2011
In this article Meg Heffron discusses the transition to retirement strategy and in particular the benefits for members over age 60.
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Tax prompts safety first approach - The Weekend Australian Financial Review - 29/10/2011
In this article Danny Mewett highlights the importance of having the correct title to assets held within the SMSF.
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Pay the minium to avoid grief - The Weekend Australian Financial Review - 22/10/2011
In this article Meg Heffron discusses the strategy of maintaining multiple pension member accounts within the one SMSF.
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Falling in love with an investment can be a trap - Australian Financial Review - 19/10/2011
In this article Meg Heffron discusses the challenges of maintaining a property within a SMSF.
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Work to rules on a pension - The Weekend Australian Financial Review - 1/10/2011
In this article Leigh Mansell discusses the various strategies for transition to retirement pensions - a full copy of our press release can be found here.
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Tax-free earnings a bonus - Wealth, Australian Financial Review - 14/8/2011
In this article Meg Heffron discusses pension options for people aged between 55 and 59.
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Think smart to avoid latest SMSF pitfalls - Wealth, The Australian - 22/6/2011
In this article Meg Heffron discusses the dangers under looming new rules.
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Super trap for the unwary - Wealth, The Australian - 22/6/2011
In this article Meg Heffron discusses the need for caution on the part of investors with a year of rule changes.
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Planning for the worst scenario - Wealth, The Australian - 2/3/11
In this article Meg Heffron discusses some of the options for SMSFs to cope with serious illness or premature death of a member.
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Tricks of transferring a Death Benefit - Australian Financial Review - 2/2/11
In this article Meg Heffron discusses the mechanics of how a pension death benefit can be transferred to another fund.
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DIY - Time to get organised - Weekend Australian Financial Review - 22-23/1/11
In this article Tod Fankhauser highlights some the key things that need to be done when running a SMSF and their relevant timing.