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.
Audit Management Letters
My client has received a management letter from the auditor of their SMSF. Should they be worried?
Read MoreIs this a permitted SMSF investment?
My client’s SMSF owns residential property in a beachside location. The property is available for...
Read MoreValuing assets to market in SMSFs
My client doesn't understand why the assets in his SMSF need to be valued to market every 30 June...
Read MoreHow is a non reversionary pension dealt with on death?
When a pensioner dies, the situation is clear if the pension was reversionary – the pension just...
Read MoreIn-house assets and 30 June
My client’s SMSF lent money to a related entity last October. The value of the loan was less than...
Read MoreLRBA terms and conditions
My client’s SMSF is intending to enter into an LRBA by borrowing from a related party. How do they...
Read MoreWhat happens when a market linked pension ends?
Market linked pensions are quite different to normal account-based pensions in that they are paid...
Read MoreCan a child receive a Government co-contribution?
Retirement might be a long way off, but can a child qualify for a Government co-contribution if...
Read MoreCan a child claim a tax deduction for a personal super contribution?
Personal deductible super contributions by someone less than 18 are not a common occurrence. But...
Read MoreLump sum payments from death benefit pensions
My client, who is under age 60, would like to take a lump sum payment from a death benefit pension....
Read MoreCan your client retire despite receiving income protection benefits?
Being regarded as “retired” for superannuation purposes has some very important benefits. Not only...
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