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Pension
Five SMSF pension tricks you shouldn't miss
Starting a pension is the ultimate plan in a self-managed super fund, but sometimes there are good reasons to stop them. The ...
Pension
Thinking of retirement? Read this before you start a super pension
No matter what time of the year you start your pension (July 1 is the most popular day of the calendar for self-managed super ...
Meg's Musings
Meg's Musings | October 2021
October means three things in my house: the first dollarbird invariably arrives in the first week (a summer migrant bird for ...
Pension
5 tips when fully commuting a pension
Starting pensions is the main game in an SMSF but they are often also commuted (stopped). The driver might be a desire to move ...
Pension
5 tips when partially commuting a pension
Pensions can run for many years but that doesn’t always mean that every payment drawn from a pension account is a pension ...
Ask an Expert
SMSFs investing in unlisted companies
My client wants their SMSF to buy shares in an unlisted company. My client won’t control the company so the in-house asset ...
Trustee
SuperStream - what is it and is it relevant for me as an SMSF trustee?
SuperStream is an electronic data exchange currently used by some funds to receive data about contributions & rollovers ...
Trustee
How to hand over the reins in your SMSF
There was a time when people chose to wind up their self-managed super fund well before they got “old”. But times have changed. ...
Meg's Musings
Meg's Musings – September 2021
Well things are really heating up in our preparation for the next Super Intensive Day on 14 October. We’re putting the ...
Contribution
7 tips to avoid contribution problems
Australia’s retirement income system includes significant tax concessions for superannuation. However, the rules are complex ...
Legislation
Do six member funds help deal with ageing SMSF members?
There was a time when “old people” rarely had SMSFs – in fact when Heffron first opened its doors in 1998, it was even rare to ...
Ask an Expert
Buying SMSF investments from an estate
My client is a beneficiary of their uncle’s estate. They are wondering if their SMSF can buy an asset from the estate? It might ...
