News & Insights | Heffron | Legislation (3)

Divorce & SMSFs – 4 tips

Apr 9, 2025, 1:10:19 PM

When couples separate, the law allows them to split up their super (ie, effectively give some of one person’s super to the ...

Start Reading

Legacy pensions – another piece of the puzzle

Mar 31, 2025, 2:03:44 PM

It’s been nearly 4 months since super laws were changed to allow the commutation of legacy pensions. But there was unfinished ...

Start Reading

| |

Federal Budget 2025-26

Mar 26, 2025, 10:15:04 AM

Another budget has landed. And whilst you don’t expect a pre-election budget to include major shake-ups, this year’s budget ...

Start Reading

| |

Dealing with reserves that can’t be allocated cap free

Mar 19, 2025, 1:51:59 PM

The December 2024 changes opened the door for many SMSFs to allocate all of their reserves without anything being checked ...

Start Reading

| |

Allocating reserves in the new world

Mar 3, 2025, 12:25:09 PM

The 7 December 2024 changes to the treatment of reserve allocations certainly provide some excellent new opportunities to get ...

Start Reading

Tips for winding up market linked pensions

Feb 3, 2025, 12:21:48 PM

We expect many of our clients will look to wind up their legacy pensions this year – thanks to the amnesty introduced in ...

Start Reading

Legacy pension amnesty and reserve changes – here at last

Dec 11, 2024, 9:40:18 AM

I did wonder if I’d ever write those words, more than a few times in the last few years, but it seems we can. So what happens ...

Start Reading

| |

Scenarios that feel like dealings with a related party but they’re not

Nov 4, 2024, 10:40:22 AM

We all spend a lot of time worrying about when an SMSF investment might involve a related party. But sometimes we overthink it. ...

Start Reading

| | |

How are so many people accessing their super early?

Oct 28, 2024, 9:56:20 AM

Recent statistics from the ATO show that last year, over 90,000 people applied to get early access to some of their super on ...

Start Reading

| |

Paying tax or other special “releases” from your SMSF - the right way

Oct 22, 2024, 3:14:26 PM

Most SMSFs pay tax (or receive a refund) once a year when they lodge their annual return. But some people are charged extra tax ...

Start Reading

Investing overseas with your SMSF

Oct 22, 2024, 3:11:24 PM

There are plenty of complexities and potential challenges to be navigated when investing overseas. Trustees will certainly want ...

Start Reading

3 common misunderstandings when it comes to SMSFs and enduring powers of attorney

Sep 27, 2024, 1:14:12 PM

Powers of attorney have specific uses when it comes to SMSFs – so much so that my usual mantra is that if you’ve got an SMSF ...

Start Reading

1 2 3 4 5

... 14 Next