Skip to main content
Contact Us

News & Insights

Select a topic of interest or browse our most recent articles.

Pension | Actuarial Certificates

Can my SMSF “segregate” assets to support pension accounts and avoid paying CGT?

Aug 21, 2025, 3:14:39 PM 3 min read
Sometimes. But it depends on the fund meeting some rules and how it’s done. Let’s paint a picture: Joe turned 65 on 2 January ...
Start Reading
Pension

What’s the current state of play for SMSFs that underpay pensions?

Aug 18, 2025, 2:51:11 PM 5 min read
Once a pension starts in an SMSF, the trustee has a legal obligation to make sure it meets minimum payment obligations each ...
Start Reading
Tax | Pension | Contribution

Pension failures – navigating the “new” rules

Aug 4, 2025, 1:38:13 PM 3 min read
The more we talk at Heffron about the impact of failing to pay the minimum pension, the more problems we uncover. Today's ...
Start Reading
Meg's Musings

Meg's Musings - August 2025

Aug 4, 2025, 1:17:43 PM 1 min read
I expect this month, all eyes will be on the Government’s Economic Reform Roundtable (19 – 21 August). While cynics might say ...
Start Reading
Tax | Property | Legislation

SMSFs & Property: This popular asset class can be full of unpopular surprises

Aug 1, 2025, 1:22:26 PM 3 min read
There’s something about property that SMSF trustees find irresistible. But for every conversation that starts with “I want to ...
Start Reading
Contribution

Remind me again – what contributions can I make in 2025/26?

Jul 8, 2025, 1:02:13 PM 3 min read
A new year, new contribution limits…. often. But this year is slightly quirky. The most common contributions that virtually all ...
Start Reading
Ask an Expert | Legislation | Retirement

Starting a retirement phase pension after age 60

Jul 1, 2025, 8:59:06 AM 2 min read
An individual who has reached age 60 and leaves a paid job, can generally start a retirement phase pension from their ...
Start Reading
Meg's Musings

Meg's Musings - July 2025

Jun 30, 2025, 11:17:35 AM 2 min read
Welcome to another new financial year. I realised how deeply “financial” rather than “calendar” years are ingrained into my ...
Start Reading
Tax | Pension | Legislation

When income protection insurance pays out to an SMSF

Jun 30, 2025, 9:51:04 AM 3 min read
When an SMSF receives an insurance payout under an income protection policy, the insured member will quickly want to know if ...
Start Reading
Trustee | Property | Legislation

30 June is approaching – time to value assets

Jun 10, 2025, 11:10:59 AM 4 min read
All SMSFs are legally required to do full financial statements, complete with an up to date value of all their assets, every 30 ...
Start Reading
Trustee

5 make-or-break questions for people with $3m in super

Jun 10, 2025, 9:32:32 AM 9 min read
When it comes to Division 296 tax, the big question that people with large super balances will be asking is: should I take some ...
Start Reading
Actuarial Certificates | Accountants | Advisers

Actuarial percentages for pension funds that are winding up

Jun 3, 2025, 9:57:49 AM 4 min read
Winding up an SMSF can sometimes be tricky, particularly if a pension is involved. What actuarial percentage should you use? ...
Start Reading
Prev 1 ...
4 5 6 7 8
... 39 Next