News & Insights

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

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Meg's Musings - July 2025

Meg's Musings - July 2025
30 Jun 25

Welcome to another new financial year.

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When income protection insurance pays out to an SMSF

When income protection insurance pays out to an SMSF
30 Jun 25

When an SMSF receives an insurance payout under an income protection policy, the insured member will quickly want to know if they can access the benefits and what the tax consequences are.

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30 June is approaching – time to value assets

30 June is approaching – time to value assets
10 Jun 25

All SMSFs are legally required to do full financial statements, complete with an up to date value of all their assets, every 30 June. Despite being “old news”, this still causes angst for many...

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