News & Insights
Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts. Select a topic of interest or browse our most recent articles.
Labor to reduce tax concessions for super balances above $3m
See our updated blog post prepared as more information has become available. Despite weeks of...
Read MoreDirector ID exemption for resigned directors
In a welcome move, overnight the ATO announced they intend to amend the law so directors who resign...
Read MoreGot an SMSF that’s been scammed?
My client thought he was making an investment for his SMSF but it appears he was scammed and the...
Read MoreDirector IDs - the 30 November deadline is fast approaching
With little more than a month to go, many directors have still not applied for their director ID....
Read MorePension funds and asset valuations
My client is planning to start drawing a pension from her fund with her entire member balance on 1...
Read MoreAudit Management Letters
My client has received a management letter from the auditor of their SMSF. Should they be worried?
Read MoreIs this a permitted SMSF investment?
My client’s SMSF owns residential property in a beachside location. The property is available for...
Read MoreValuing assets to market in SMSFs
My client doesn't understand why the assets in his SMSF need to be valued to market every 30 June...
Read MoreTBAR changes are coming
Late last year, the ATO announced they were reviewing the current deadlines for lodging TBARs with...
Read MoreLimited NALE reprieve for one more year
The ATO will be once again extending its “no compliance action” approach in relation to NALE and...
Read MoreIn-house assets and 30 June
My client’s SMSF lent money to a related entity last October. The value of the loan was less than...
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