News & Insights
Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts. Select a topic of interest or browse our most recent articles.
Would indexing the $3m for Division 296 tax solve everything?
Spoiler alert – no. It would be better than nothing but would perhaps make less difference than you...
Read MoreTop 6 tips when winding up your SMSF
SMSFs come to an end like all other great things. But unlike members of public funds, people with...
Read MoreHeffron's Super Companion updated – Sept 2025
Our technical team have been working hard to keep the Super Companion up-to-date for our...
Read MoreSMSF trustees and death – 5 top misunderstandings
The death of an SMSF member is always challenging – in many cases, the person left behind to work...
Read MoreMeg's Musings - September 2025
It’s been great to kick off our first two Super Intensive Days in Melbourne and Brisbane – with...
Read MoreWhat does “operative time” mean when ex-spouses are splitting super?
If a super split happens after the operative time, the amount the receiving spouse gets is...
Read MoreCan my SMSF “segregate” assets to support pension accounts and avoid paying CGT?
Sometimes. But it depends on the fund meeting some rules and how it’s done.
Read MoreWhat’s the current state of play for SMSFs that underpay pensions?
Once a pension starts in an SMSF, the trustee has a legal obligation to make sure it meets minimum...
Read MorePension failures – navigating the “new” rules
The more we talk at Heffron about the impact of failing to pay the minimum pension, the more...
Read MoreMeg's Musings - August 2025
I expect this month, all eyes will be on the Government’s Economic Reform Roundtable (19 – 21...
Read MoreSMSFs & Property: This popular asset class can be full of unpopular surprises
There’s something about property that SMSF trustees find irresistible. But for every conversation...
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