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.
What happens if an SMSF member dies without a binding death benefit nomination?
In last month’s article (available here) we explained “binding death benefit nominations” (or...
Read MoreMeg's Musings | September 2022
The highlight of September so far has definitely been finally hosting our Super Intensive Day in...
Read MoreAudit Management Letters
My client has received a management letter from the auditor of their SMSF. Should they be worried?
Read MoreSMSF insurance policies – have you got the correct owner?
It is quite common for individuals to hold insurance cover inside super. If a trustee of an SMSF...
Read MoreIs this a permitted SMSF investment?
My client’s SMSF owns residential property in a beachside location. The property is available for...
Read MoreMeg's Musings | August 2022
There are no encouraging financial statistics these days – rising interest rates and high inflation...
Read MoreHas your client really retired?
Retirement. It’s a condition of release with no cashing restrictions (ie there are no strings...
Read MoreFuture service tax deductions - some traps for the unwary
When an SMSF member with insurance dies before 65 there is potentially a special tax deduction...
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 MoreAnd now it’s July – with a new to do list
The start of the year means new opportunities and new things to do. While we might all make our...
Read MoreMegs Musings – July 2022
Happy New Year to all those who (like me) will probably think in terms of financial, rather than...
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