News & Insights
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Pension |
Legislation
Social Security Debt Waiver: what it means for the SMSF legacy pension amnesty
Dec 12, 2025, 1:22:54 PM
3
min read
In short, we now have everything we need to allow anyone to fully commute their SMSF legacy pension under the December 2024 ...
Ask an Expert |
Legislation
Can my client’s SMSF buy unlisted shares that she personally owns?
Nov 4, 2025, 11:17:52 AM
3
min read
Potentially – it will depend on whether or not your client controls the company but even then limits apply. Generally, an SMSF ...
Meg's Musings
Meg’s Musings – November 2025
Nov 4, 2025, 11:00:15 AM
1
min read
It feels like my October 'Meg’s Musings' was only yesterday, probably because it was the last thing I wrote before a month’s ...
Ask an Expert |
Property |
LRBA
LRBA property expenses
Oct 23, 2025, 2:55:32 PM
1
min read
When an SMSF owns property under a limited recourse borrowing arrangement (LRBA), it’s easy to get tripped up on whose name ...
Legislation |
Division 296
Division 296 changes at last
Oct 13, 2025, 8:49:17 PM
7
min read
Well. All we have to go on is an announcement and Fact Sheet but it seems the Government has, at last, recognised that taxing ...
Meg's Musings
Meg's Musings - October 2025
Oct 7, 2025, 11:41:30 AM
1
min read
Thanks to all who attended our final few Super Intensive Day events in mid September – it was great to close those out on a ...
Tax |
Legislation |
Contribution
NALI update
Oct 7, 2025, 9:05:19 AM
3
min read
The ATO’s long awaited update to LCR 2021/2 was released late last month. In the main, the views expressed by the ATO in the ...
Tax |
Legislation |
Division 296
Would indexing the $3m for Division 296 tax solve everything?
Oct 1, 2025, 11:11:15 AM
5
min read
Spoiler alert – no. It would be better than nothing but would perhaps make less difference than you might think. Given where we ...
Trustee
Top 6 tips when winding up your SMSF
Sep 8, 2025, 12:14:21 PM
4
min read
SMSFs come to an end like all other great things. But unlike members of public funds, people with SMSFs can’t just take all ...
What's new at Heffron
Heffron's Super Companion updated – Sept 2025
Sep 2, 2025, 2:02:01 PM
< 1
min read
Our technical team have been working hard to keep the Super Companion up-to-date for our subscribers by including the following ...
Death |
Legislation
SMSF trustees and death – 5 top misunderstandings
Sep 2, 2025, 11:23:31 AM
6
min read
The death of an SMSF member is always challenging – in many cases, the person left behind to work out what next is the grieving ...
Meg's Musings
Meg's Musings - September 2025
Sep 2, 2025, 9:39:06 AM
2
min read
It’s been great to kick off our first two Super Intensive Days in Melbourne and Brisbane – with Sydney to come next week and ...
