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.
Big changes for funds allocating reserves
The big challenge with reserves under current law is that unless they are allocated in quite small...
Read MoreWinding up a pension fund should be handled with care
It’s common to assume that once a member decides to wind up their SMSF, it should just happen as...
Read MoreBudget silence : where are we now with legacy pensions?
Both this Government and the last promised to allow members with legacy pensions to escape them and...
Read MoreInheriting super pensions – more than one way to skin the cat
Most people who inherit a super pension from a spouse focus firstly on whether or not the pension...
Read MoreWhat happens when a pension fails?
All superannuation pensions have rules about how they operate. One of the very important ones...
Read MoreDoes ECPI continue on my reversionary pension even though it will put me over my transfer balance cap?
When a member inherits their spouse’s reversionary pension, they might have retirement phase...
Read MoreIs the humble TRIS a forgotten hero of superannuation?
When transition to retirement income streams first burst on to the scene, they spawned countless...
Read MoreTaking assets out of super – when timing matters
Some clients may choose to withdraw money from super in the next few years to minimize their...
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 MoreShould 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 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...
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