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Meg's Musings

Meg's Musings on the Kaden Centre

At Heffron, we love what we do but we know we can always achieve more when we take something on as a committed team of 70 ...
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Directing a super benefit to someone else

My client’s SMSF owns a number of properties. The members are aged in their 70’s and want to gift one of these properties to ...
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Trustee

What does the Federal Budget 2020 hold for SMSFs?

If we ever needed reminding that 2020 is indeed a strange year, look no further than the fact that the 2020 Federal Budget will ...
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Tax

Tips & Traps on recognising income for tax purposes (and ECPI)

One side effect of the current ECPI regime is that a fund's tax exemption on investment income might be calculated using the ...
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Meg's Musings

Three changes SMSFs need that won’t blow a hole in the Federal Budget

If Accountants ever needed reminding that 2020 is indeed a strange year, look no further than the fact that the 2020 Federal ...
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Pension

Don't forget about grandfathered account-based pensions

Recently Meg Heffron wrote a blog about one of those cases where the retiree undertook a classic “pension refresh” after making ...
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Pension

Pensioners Stuck in Legacy Products – it’s Time to Set Them Free

Once upon a time, there lived many retirees that rolled over their superannuation savings to commence what was known as a ...
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Tax

My client’s transition to retirement income stream (TRIS) has converted to a retirement phase pension. Why isn’t it reflected in the actuarial %?

TRIS's have been excluded from the actuarial % calculation since 1 July 2017. While they are included once the member (say) ...
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Tax

Why isn’t my actuarial % as high as I thought it would be?

This has become a common question since pensions and exempt current pension income (ECPI) got more complicated from 1 July ...
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Tax

SMSF Pension Phase | SMSF Pension Payments

In our article “Why isn't my actuarial % as high as I thought it would be?" we highlighted a number of scenarios where an ...
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Transitional CGT relief

This deferred tax provision is a result of the 2017 super reforms when the transfer balance cap and retirement phase pension ...
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Property

What does the ATO’s latest draft legislative instrument (SPR 2020/D2) mean for SMSF clients?

There are two great things about this draft: one, it exists and two, it is really really short (if you tried hard enough I ...
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