Heffron Masterclasses 2020

Focus on practical SMSF solutions you can use immediately in your practice.

Important Update

Due to the situation with COVID-19 we’ve made the decision to change the delivery method for our Masterclasses from face to face to a series of interactive webinars.

Death Benefits Masterclass

The 2017 superannuation reforms had a profound impact on pensions and contributions post 1 July 2017. What is still far less well known is their significant impact on estate planning.

For the first time, couples with large superannuation balances might have to withdraw some of their superannuation capital when the first one of them dies. Certainly it will be far more common in the future for funds paying death benefits to have a combination of pension and accumulation accounts rather than being entirely in pension phase. The flow on effects for fund tax, personal tax and wealth distribution are enormous.

Join us at our next Masterclass where we use a real-life case study to walk you through the issues to be addressed when a client dies with money in superannuation. 

Topics Covered

  • Refresher on to whom benefits can be paid and in what form
  • Maximising the amount able to be retained in super on death & dealing with any liquidity issues
  • Demystifying transfer balance accounts
  • Reversionary pensions vs non-reversionary pensions
  • Dealing with insurance proceeds
  • Affect on ECPI and strategies to maximise fund's position
  • Getting the documentation right

Super Strategies Masterclass

Retirement planning today is not what it used to be. Stable investment returns are harder to come by, as a society we are living longer and there are a myriad of superannuation & tax rules for individuals and their advisers to get their head around.

In our Masterclass “Super Strategies” we’ll take away some of the complexity for practitioners by working through key superannuation strategies to maximise the opportunities for contributions to super as well as the benefits of the withdrawal stage. Furthermore we will discuss the strategy impact of the current markets downturn due to Covid-19. 

We’ll use real life client scenarios to explore strategies which “expand on the vanilla” and help you:

  • build your skills in this key area,
  • identify strategic opportunities in your client base, and
  • plan for future changes such as the indexation of contribution and pension caps.

Our expert speakers

You will have the opportunity to hear from the best in the business as they take a deep dive into complex strategies, updates on legislation and regulation, best business practice and more. Don't miss it!


Meg Heffron

Managing Director


About Meg

Our Managing Director Meg Heffron, has been working exclusively in SMSFs since 1998. She is one of the few actuaries to work in all areas of SMSF practice. Her passion is turning technical knowledge about SMSFs into practical solutions that accountants and advisers can use to help their clients and grow their businesses. 

She is a sought after speaker at events for industry professionals and their clients, a regular contributor to the Australian Financial Review, The Australian and SMSF trade publications and a trusted source in the development and implementation of superannuation policy via government and regulators.  


Lyn Formica

Head of SMSF Technical & Education Services


About Lyn

Lyn specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. She regularly prepares papers and presentations for the many accounting firms and professional bodies around Australia.

With over 25 years’ experience in superannuation and the administration of self managed funds, Lyn is also an accredited SMSF Specialist Advisor of the SMSF Association.  





Leigh Mansell

Director SMSF Technical & Education Services


About Leigh

Leigh is intimately involved in developing the firm’s range of products and services for clients (including technical and educational materials) and the provision of technical support to SMSF practitioners and their clients.

She is a Chartered Accountant with over 25 years of superannuation experience and has specialised in SMSF technical support, advice and administration for almost 20 years. This gives her a unique ability to advise not only on the technical issues faced by SMSF practitioners but also the practical solutions she has developed and implemented.






Alex Denham

Senior SMSF Specialist 


About Alex

Alex has 30 years experience in the financial services industry, most recently as a licenced financial adviser where she specialised in providing direct and comprehensive advice to SMSF trustees and members on all matters SMSF related from investments to strategy to compliance.

Prior to that, Alex spent over 20 years providing technical support to advisers and accountants on a wide range of advice matters including superannuation, SMSFs, retirement incomes, Centrelink and Aged Care. 

She is an experienced presenter of technical material and has a strong passion for delivering material that is practical in a way that is understandable.


Accredited CPD Education

The SMSF Association is dedicated to lifting the standards of professional SMSF advice and services through quality SMSF education and has developed a CPD accredited training program to validate SMSF education for practitioners within the sector.

Heffron's activities have been assessed against the Association’s professional training standards that set the benchmark in the SMSF sector.

SMSF Association Accredited Educator

Testimonials

Heffron training is always first quality and relevant.

- Linda Cole

Leigh has a great knowledge and approach and gets through the program well and keeps us involved. The examples are good and you can tell there has been work put into the presentation. Really good. All the slides worked and the IT - that's unusual at many presentations I run or attend!

- James Garnsey

Lyn presented in a way that was easy to understand and really engaged the audience.

- Bec Peterson