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.
Can I sell my property to my SMSF?
The answer depends on a number of factors – primarily the type of property and what will happen...
Read MoreMeg's Musings - June 2023
For weeks now I’ve kept returning to this story in SMSF Adviser that talks about “fairness” in the...
Read MoreAccess super under TPD
Are medical certificates always necessary when an SMSF member accesses their super under the...
Read MoreCalculating contribution limits when thresholds are changing
My client Judy had $1.5m in super at 30 June 2022. She was originally going to make...
Read MoreTotal Superannuation Balance – getting ready for 30 June
As we reach the pointy end of the financial year, it’s worth turning our minds to Total...
Read MoreAuthority to Release Excess Non-concessional Contributions
A fund has received a release authority from the ATO to release a member’s excess non-concessional...
Read MoreMeg's Musings - May 2023
When we covered the last Federal budget in October 2022, I wrote “I don’t recall a Federal Budget...
Read MoreNALE - where to now?
In last night’s Federal Budget, the Government provided a long awaited update on its proposed...
Read MoreTotal Super Balance quirks unpacked
Total Superannuation Balance (or TSB) is a term many would assume to be fairly self-explanatory. It...
Read MoreSegregating pension assets – is it always possible in the first year?
My client will start a retirement phase pension from 1 July and plans to realise a capital gain on...
Read MoreCan an SMSF run a business?
SMSFs are often linked to business enterprises in some way – they frequently own shares (even in...
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