News & Insights

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

Social Security Debt Waiver: what it means for the SMSF legacy pension amnesty

In short, we now have everything we need to allow anyone to fully commute their SMSF legacy pension under the December 2024 amnesty without fearing a social security debt will be payable. It’s been a...

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Can my client’s SMSF buy unlisted shares that she personally owns?

Potentially – it will depend on whether or not your client controls the company but even then limits apply.

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Meg’s Musings – November 2025

It feels like my October 'Meg’s Musings' was only yesterday, probably because it was the last thing I wrote before a month’s holiday. Fortunately, even when you’re in Italy you can hear about...

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