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.

Costs of educating SMSF trustees

My client is the trustee of an SMSF. He’s unhappy with the performance of the fund’s investments and is proposing to undertake a course to improve his investment knowledge. Can his SMSF pay the course fees? If so, would they be tax deductible?

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Meg's Budget Musings

Well I didn’t get my Budget wishlist. I wanted the Government to: deal with residency, legacy pensions and the unnecessary complexity for the indexation of transfer balance caps.

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What's in a name?

The flexibility SMSFs enjoy starts with the fund’s name. In theory, an SMSF can be called anything the trustees like. But practically speaking, what are the issues to be considered?

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