About the Author

Meg Heffron
Meg Heffron
Managing Director, Heffron Consulting Pty Ltd

Meg Heffron, managing director of Heffron SMSF Solutions, is one of the few actuaries to work in all areas of SMSF practice.

Articles by Meg Heffron

Showing 1 to 6 of 6 articles:
Meg Heffron
MEG HEFFRON  |  FRIDAY, 27 OCT 2023
The government has released draft legislation for the proposed new tax. At least it has a name now - "Division 296 tax". Read more
Meg Heffron
MEG HEFFRON  |  FRIDAY, 10 MAR 2023
In 2021, some important changes were made to the rules governing how self-managed superannuation funds (SMSFs) paying retirement phase pensions calculate the amount of their investment income that is exempt from taxation - known as their exempt current ... Read more
Meg Heffron
MEG HEFFRON  |  FRIDAY, 9 DEC 2022
When an SMSF member with insurance dies before 65 there is potentially a special tax deduction available known as a 'future service' deduction. But it is surprising how often an SMSF cannot claim it. Read more
Meg Heffron
MEG HEFFRON  |  THURSDAY, 15 APR 2021
One of the final pieces of the 2021/22 planning jigsaw has dropped into place. The release of the November 2020 Average Weekly Earnings data means we now know for sure that the concessional contributions cap will increase from $25,000 to $27,500 from ... Read more
Meg Heffron
MEG HEFFRON  |  THURSDAY, 26 NOV 2020
Almost all pension members will occasionally draw more than the minimum pension amount in a given year. If so, it is critical to think carefully about how those extra payments should be treated and documented before taking the payment. Pension members ... Read more
Meg Heffron
MEG HEFFRON  |  FRIDAY, 19 JAN 2018
A question that has already come up in our practice several times relates to clients who died before 1 July 2017. Read more
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