News & Insights
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Meg's Musings
Why we have taken our own unique approach to SMSF pension templates
Are you like me and tired of the rhetoric from the big end of the superannuation town that always portrays SMSFs as slightly ...
Tax
Transfer Balance Cap Indexation | TBC Indexation
Transfer Balance Cap Indexation So the $1.6m general transfer balance cap will become $1.7m from 1 July 2021. It’s one of the ...
Legislation
SMSF members urged to seek good advice as COVID divorces spike
The coronavirus pandemic has taken its toll on Australian couples. As well as marriage rates continuing their 20-year decline, ...
Retirement
Super accounts between 200k and 500k (grey area) have an important decision to make
The recent Costs of operating SMSFs 2020 report from the SMSF Association and Rice Warner was a comprehensive analysis of ...
Meg's Musings
What is independence in our world?
Independence is certainly a hot topic these days – right now, the conversation is specifically for auditors. But certainly it’s ...
Meg's Musings
Happy Anniversary Leigh Mansell
Today is a pretty important day in the Heffron world – it marks 20 years since one of our most influential staff members joined ...
Legislation
As we near the end of 2020, what unfinished superannuation business remains?
Non-concessional contributions cap & the “bring forward” rule Legislation to allow those turning 66 and 67 to trigger the ...
Legislation
Where are those new bring forward rules?
They were designed to tie in with the (already legislated) change to move the age at which a work test (or work test exemption) ...
Legislation
Changing the trustee of an SMSF? Traps to watch for.
Many would know that the ATO follows a risk assessment process when notified of the establishment of a new SMSF. But did you ...
Meg's Musings
Meg's Musings – Same expertise delivered differently – the inside story...
How our passion to make our knowledge more accessible drove the creation of the Super Toolkit and Super Companion. 2020 stopped ...
Trustee
Trustee penalties and responsibilities
I’m a relatively passive trustee of my SMSF – my partner looks after the day to day running of the fund and I simply sign the ...
Trustee
When leaving super to estate is a better fit
If your beneficiaries are adult children and there is no spouse, there are five big tax savings. When you die, there are rules ...
