News & Insights | Heffron (19)

The ATO will be once again extending its “no compliance action” approach in relation to NALE and expenditure of a general ...

In our view, anyone who has an SMSF should also have an enduring power of attorney. Let me explain why. Powers of attorney are ...

When a pensioner dies, the situation is clear if the pension was reversionary – the pension just continues on seamlessly to the ...

It’s always worthwhile considering the benefits of consolidating your client’s super but sometimes there are hidden costs. As ...

When I wrote my last Meg’s Musings I didn’t imagine for a moment that we’d still be talking about the election in mid June. But ...

Often the focus at year end is on making super contributions or drawing minimum pension payments before 30 June. But don’t ...

My client’s SMSF lent money to a related entity last October. The value of the loan was less than 5% of the fund’s assets at ...

Although new contribution opportunities up to 75 are exciting for most people, in this case the work test has to be met. From ...

My client’s SMSF is intending to enter into an LRBA by borrowing from a related party. How do they decide on the terms and ...

It was great to see so many of our clients and industry colleagues at the SMSF Association National Conference in Adelaide – ...

In a recent article (here) my colleague Annie Dawson provided her top 5 tips when it comes to commuting death benefit pensions. ...

Every time I meet someone (professionally or personally) with a “large fund” bias, I am reminded how lucky we are in SMSFs. ...

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