News & Insights
Select a topic of interest or browse our most recent articles.
Pension
Plunging super values don't mean you can top up
Q: I’m 70 and I started my superannuation pension years ago. In 2017 it was reset to $1.6 million and the rest of my super ...
Legislation
Covid-19 & Super – What’s New
On 22 March 2020 we released our blogs covering the superannuation related issues from the Government’s second stimulus/support ...
Memo
PODCAST: How to maintain productivity during COVID-19
In this inaugural episode of The SMSF Adviser Show, hosts Jo Cronolly and Aaron Dunn welcome Meg Heffron, to reveal how she’s ...
Ask an Expert
Superannuation in a challenging market
There is really nothing good to say about investment markets right now – nor, of course, the existential challenge that ...
Pension
Three lesser known benefits of an SMSF
In any discussion about the pros and cons of SMSFs, the most common words in the conversation are 'control' and 'flexibility'. ...
Meg's Musings
Meg's Musings March 2020 | Part 2
We are certainly living through challenging and unprecedented times. Like every other business watching the COVID-19 situation ...
Memo
SMSF industry leader Andrew Hamilton joins Heffron executive team as Director of Strategy & Growth
We are pleased to announce industry leader Andrew Hamilton has joined our team as Director of Strategy & Growth. Andrew is ...
Ask an Expert
Control of an SMSF on a member's incapacity or death
My client has chosen her spouse as her attorney in the event that she loses mental capacity but her adult children will be the ...
Meg's Musings
Meg's Musings March 2020 | Part 1
It was great to see some of you at the SMSF Association National Conference on the Gold Coast. If you were there, I think ...
Memo
SMSF - 20 years of growth and innovation
SMSFs were brought in from the cold when their name was changed from excluded funds to SMSFs on 1 July 1999. This changed the ...
Legislation
Lodging returns for newly established SMSFs
Annual Returns for SMSFs established in 2018/19 must be lodged by 28 February 2020. If the fund had never operated and had no ...
Meg's Musings
Meg's Musings – February 2020
It seems amazing that January is over already. To me, February is always about the SMSF Association National Conference and ...
