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.
Should I wait until July to start my pension?
There has been plenty of press over the last few weeks about the fact that the “transfer balance...
Read MoreMeg's Musings – March 2023
It’s been a busy week or two in superannuation. The Government’s announcements around increasing...
Read MoreSpecial extra tax for $3m super balances – an update
Since Lyn Formica wrote her excellent blog on Tuesday 28 February, Treasury has released much more...
Read MoreLabor to reduce tax concessions for super balances above $3m
See our updated blog post prepared as more information has become available. Despite weeks of...
Read MoreWhen should an SMSF obtain an actuarial certificate?
A trustee needs to obtain an actuarial certificate if the "proportionate method" is used to exclude...
Read MoreMeg's Musings – February 2023
Welcome to our first Heffron Highlights for 2023. If you were able to have a break with friends and...
Read MoreIs segregation just about pension accounts or can accumulation accounts be segregated too?
When we use the term “segregation” or refer to an asset as being “segregated” in a superannuation...
Read MoreECPI – making great choices
Back in 2021, some important changes were made to the rules governing how SMSFs paying retirement...
Read MoreTransfer Balance Cap up to $1.9m
For the article on 'Labor to reduce tax concessions for super balances above $3m' click here I...
Read MoreNew thresholds for Commonwealth Seniors’ Health Card a gamechanger
Many older Australians place a high value on their Commonwealth Seniors’ Health Card (CSHC). It is...
Read MoreWhen it's time to say goodbye to your DIY super fund
Most people who set up a self-managed superannuation fund hope to keep it running for their whole...
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