News: Meg's Musings

Megs Musings

Unless a miracle happens today (the last sitting day of Parliament), it seems we will have to wait until the New Year to see whether or not the latest super changes will take effect.

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Meg's Musings

While Heffron was running its own race during October with Super Intensive Day, it seems there was much movement afoot in businesses in or near the SMSF industry. We’ve seen at least three big announcements in the last few weeks...

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Meg's Musings

October means three things in my house: the first dollarbird invariably arrives in the first week (a summer migrant bird for us), Super Intensive Day happens, so does the Kaden Centre’s Sweat for Survivors walkathon (10,000 steps per day in October).

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Meg's Musings

Well things are really heating up in our preparation for the next Super Intensive Day on 14 October. We’re putting the finishing touches on some of our sessions but still just at the planning stages for others.

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Meg's Musings

As I wondered what to write for this month’s Meg’s Musings, I looked back over what I said around this time last year. I can’t decide whether it’s frightening or just uncanny that some of the issues that were top of mind back then remain a focus now.

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Meg's Musings

Well one financial year ends and another begins. At Heffron we were fortunate to kick off the new year with a (positive) bang – we heard we’d won the 2021 SMSF Administration Provider award from SMSF Adviser magazine.

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Meg's Musings

The end of the financial year always seems to bring on two things without fail – a flurry of last minute tax planning and a trigger for reflection on the previous 12 months.

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My Budget Wishlist

Last year’s Budget was delayed (like so many things) thanks to Covid-19 and was released in October 2020. This year, we have reverted to the normal “2nd Tuesday in May” arrangement and so the budget will be brought down on Tuesday 11 May 2021.

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Meg's Musings – March 2021

Like most actuaries, I’m a maths nerd. That’s why I always enjoy reading the latest ATO statistical report on SMSFs shows how our sector is changing over time and helps us spot trends that are important for the future retirees of Australia.

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