News & Insights | Heffron | Legislation (8)

Do six member funds help deal with ageing SMSF members?

Aug 31, 2021, 12:00:00 AM

There was a time when “old people” rarely had SMSFs – in fact when Heffron first opened its doors in 1998, it was even rare to ...

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Permanent records - what are they and can we stop keeping them?

Aug 4, 2021, 12:00:00 AM

No one is going to disagree – good record keeping is essential for any SMSF. But as the years click over and more work is ...

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6 SMSF tips for the new financial year

Aug 2, 2021, 12:00:00 AM

A new financial year always brings a new “to do” list. With one month over already, we’ve put together a list of 6 tips that ...

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SMSF NALE | ATO Non Arms Length Expenses

Jul 27, 2021, 12:00:00 AM

A key ATO ruling (LCR 2021/2) was released today to update the original draft from 2019. It deals with the vexed issue of when ...

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Segregating pension assets for ECPI post July 1 2021

Jul 6, 2021, 12:00:00 AM

Since 1 July 2017, $1.6m has been a magic number in superannuation for all sorts of purposes, most notably the general transfer ...

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New bring forward rules from 1 July 2020 finally legislated

Jul 6, 2021, 12:00:00 AM

New rules allowing individuals to initiate a “bring forward” of future years’ non-concessional contribution caps up until the ...

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New rules for excess concessional contributions - what do they really mean?

Jun 29, 2021, 12:00:00 AM

The concessional contributions cap increases from $25,000 to $27,500 from 1 July 2021 – a good thing for anyone wanting to add ...

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Special issues for people who are trustees of someone else’s SMSF

Jun 15, 2021, 12:00:00 AM

Mostly, the people who belong to an SMSF are also in charge (the trustees). But sometimes another person steps in as trustee or ...

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Check downsizer contributions don’t topple your super plans

Jun 10, 2021, 12:00:00 AM

Two proposals in the federal budget are unambiguously great news for older Australians looking to get more money into super. ...

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Federal Budget 2021-22: What didn't we see

May 12, 2021, 12:00:00 AM

While there were a few sweeteners in the budget which will potentially allow clients to get more of their hard-earned money ...

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Federal Budget 2021-22: Failure to address Super Inequality

May 12, 2021, 12:00:00 AM

Previous measures to address inequality in superannuation have proved largely ineffective. Has this budget addressed the ...

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Winding up an SMSF this year? Get your skates on!

Apr 30, 2021, 12:00:00 AM

When SMSFs have finished their useful life and are being wound up, doing so before the next 30 June rolls around is a common ...

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