News & Insights

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

Starting a retirement phase pension after age 60

An individual who has reached age 60 and leaves a paid job, can generally start a retirement phase pension from their superannuation. This is possible even if they begin a new job with another...

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Meg's Musings - July 2025

Welcome to another new financial year.

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When income protection insurance pays out to an SMSF

When an SMSF receives an insurance payout under an income protection policy, the insured member will quickly want to know if they can access the benefits and what the tax consequences are.

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