News & Insights | Heffron (4)

4 red flags that would stop me setting up an SMSF

Mar 30, 2026, 4:04:16 PM

Avoid SMSFs if you feel pressured by sales tactics, spot opaque structures, hear illegal early access promises or overestimate ...

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Draft Div 296 tax regulations

Mar 18, 2026, 10:54:37 AM

I’d say someone’s ears were burning in Treasury when Lyn and I were putting the finishing touches on our Division 296 ...

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Media Release issued by BT

Mar 16, 2026, 2:15:41 PM

BT partners with Heffron as SMSF demand accelerates Sydney, 16 March 2026: BT has partnered with Heffron to support advisers as ...

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Meg’s Musings – March 2026

Mar 3, 2026, 9:08:42 AM

It was great to see some of you at the SMSFA National Conference in February. I know I’m biased but this really is my favourite ...

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Division 296 tax legislation: what’s changed since December

Mar 2, 2026, 11:35:10 AM

When Parliament returns on 2 March, the super sector will be looking out to see what happens with Division 296 tax. The version ...

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3 reasons to watch Labor’s new super tax (even if you don’t have $3m)

Feb 26, 2026, 5:00:43 PM

A looming 2026 valuation deadline and quirk in how earnings are calculated mean every trustee should be aware of the new tax. ...

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What’s changing for super contribution caps and bring forward thresholds from 1 July 2026?

Feb 26, 2026, 1:03:44 PM

February’s AWOTE numbers mean the concessional contributions cap will increase to $32,500 from 1 July 2026 (up from $30,000 in ...

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Why SMSF defined benefit pensions may need action before 30 June 2026

Feb 25, 2026, 4:47:54 PM

Complying lifetime, life expectancy and flexi pensions (the “defined benefit” types of legacy pensions) played a valuable role ...

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Meg’s Musings – February 2026

Feb 3, 2026, 1:23:32 PM

Welcome to our first Heffron Highlights for 2026 and clearly there are going to be some highlights… 2025 ended with a bang. In ...

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When an SMSF paying pensions does not need an actuarial certificate to claim ECPI

Feb 3, 2026, 10:54:16 AM

An SMSF without defined benefit pensions generally only needs an actuarial certificate if its assets support both accumulation ...

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It’s a new year – but will there be new caps?

Feb 3, 2026, 10:08:36 AM

It’s not too early to start considering the expected changes to superannuation thresholds and the impact this might have on ...

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Division 296 tax – draft legislation released

Dec 19, 2025, 4:10:13 PM

It looks like Treasury’s gift to the SMSF sector this year is to release draft legislation for Division 296 tax on what will be ...

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