 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.
MEG HEFFRON | FRIDAY, 5 DEC 2025 The government has decided not to tax unrealised gains on superannuation balances over $3 million, but there are some other significant changes. Read more MEG HEFFRON | FRIDAY, 13 DEC 2024 Given the amount of money in super in Australia ($4 trillion, of which SMSFs represent $1 trillion), it's not surprising that there is a lot of focus on risk. Read more MEG HEFFRON | FRIDAY, 4 OCT 2024 Powers of attorney have specific uses when it comes to SMSFs - so much so that my usual mantra is that if you've got an SMSF you probably should also strongly consider an enduring power of attorney. Read more 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 | 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 | 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 | 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 | 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 | 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 PAGE: 1 |
Latest News
Older Australians drive majority of super complaints: ASIC
Older Australians between the ages of 55 to 75 accounted for half of the internal complaints made to super funds in 2025, according to ASIC's Internal Dispute Resolution (IDR) data dashboard.
Almost half of Aussies not making voluntary super contributions
Almost half of Australians have never made an additional contribution to their superannuation potentially missing out on a significant opportunity to boost their retirement savings according to new research from Vanguard Australia.
ART to employ more First Nations members into its workforce
Australian Retirement Trust has launched its second Innovate Reconciliation Action Plan, highlighting initiatives the super fund will complete by the end of 2028, including setting up a First Nations workforce target.
US and Aussie shares 'incredibly divergent': UniSuper
The artificial intelligence (AI) investment boom continued to drive US equity markets higher in May, while Australian shares delivered comparatively modest gains amid weaker earnings outlooks and pressure on the banking sector, according to UniSuper head of fixed interest David Colosimo.
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SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
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