News & Insights

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

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Why SMSF defined benefit pensions may need action before 30 June 2026

Why SMSF defined benefit pensions may need action before 30 June 2026
25 Feb 26

Complying lifetime, life expectancy and flexi pensions (the “defined benefit” types of legacy pensions) played a valuable role in their heyday – they helped some people save tax and others maximise...

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Meg’s Musings – February 2026

Meg’s Musings – February 2026
3 Feb 26

Welcome to our first Heffron Highlights for 2026 and clearly there are going to be some highlights…

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When an SMSF paying pensions does not need an actuarial certificate to claim ECPI

When an SMSF paying pensions does not need an actuarial certificate to claim ECPI
3 Feb 26

An SMSF without defined benefit pensions generally only needs an actuarial certificate if its assets support both accumulation and retirement phase pensions at the same time during the year. There...

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