News & Insights | Heffron

SMSF advice fees: what can the fund pay for?

Nov 6, 2026, 2:39:22 PM

There are rules around the type of financial advice a self-managed superannuation fund can pay for. Are you getting it right? ...

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Why downsizers are tripping up on $300k super contributions

Sep 14, 2026, 8:44:22 PM

Downsizer contributions offer a valuable opportunity to top up super later in life but it's important to get them right. ...

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Family law rate updated but drafting of order still key

Aug 3, 2026, 3:45:05 PM

For most married and de facto couples, superannuation is considered “property” and as such can be divided or “split” when a ...

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A new financial year checklist for SMSFs

Jul 24, 2026, 11:09:22 AM

July is an opportune time to review and reset your self-managed super fund for the year ahead. To someone working in finance, a ...

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The SMSF safety gap: Why you might be on your own

May 12, 2026, 9:33:34 AM

Self-managed superannuation funds have fewer avenues for compensation, and those investing without a financial adviser can find ...

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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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Can my client’s SMSF buy unlisted shares that she personally owns?

Nov 4, 2025, 11:17:52 AM

Potentially – it will depend on whether or not your client controls the company but even then limits apply. Generally, an SMSF ...

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LRBA property expenses

Oct 23, 2025, 2:55:32 PM

When an SMSF owns property under a limited recourse borrowing arrangement (LRBA), it’s easy to get tripped up on whose name ...

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What does “operative time” mean when ex-spouses are splitting super?

Sep 1, 2025, 11:21:54 AM

If a super split happens after the operative time, the amount the receiving spouse gets is adjusted. For SMSFs, this adjustment ...

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Starting a retirement phase pension after age 60

Jul 1, 2025, 8:59:06 AM

An individual who has reached age 60 and leaves a paid job, can generally start a retirement phase pension from their ...

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SMSF Pensions & ECPI: Navigating the post-death rules

Mar 4, 2025, 11:17:23 AM

Preparing the accounts of an SMSF after a pensioner’s death, when their pension didn’t continue, can be tricky. Super and tax ...

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When should an SMSF obtain an actuarial certificate?

Oct 22, 2024, 3:12:06 PM

A trustee needs to obtain an actuarial certificate if the "proportionate method" is used to exclude all or part of a fund’s ...

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