News & Insights

Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts.

Bring forward rules when caps are changing

The contribution caps change from 1 July 2024. In particular, the annual non-concessional cap goes from $110,000 to $120,000. But how exactly does that work for people using the bring forward rules?

Read More

Meg's Musings – July 2024

Happy new financial year and I hope your run up to 30 June was as uneventful as possible. I always find a new financial year quite invigorating and certainly we’re starting this one with a bang. We...

Read More

Investing overseas with your SMSF

There are plenty of complexities and potential challenges to be navigated when investing overseas. Trustees will certainly want to make sure they “look before they leap”.

Read More