News & Insights

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

30 June is approaching – time to value assets

All SMSFs are legally required to do full financial statements, complete with an up to date value of all their assets, every 30 June. Despite being “old news”, this still causes angst for many...

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5 make-or-break questions for people with $3m in super

When it comes to Division 296 tax, the big question that people with large super balances will be asking is: should I take some money out of super and invest it elsewhere to reduce my balance below...

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Actuarial percentages for pension funds that are winding up

Winding up an SMSF can sometimes be tricky, particularly if a pension is involved. What actuarial percentage should you use? Particularly since your actuary can’t give you a final figure until the...

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