 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
Small fee increases cost nest eggs $77k: Vanguard
A new analysis from Vanguard Australia shows superannuation funds charging marginal fee increases can cost members $77,000 in retirement.
MySuper assets pursue $1.5tn Choice sector
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.
SMC pushes for carers to qualify for SG
Australia's unpaid carers could retire with up to $45,000 more in superannuation if the federal government extends the Super Guarantee (SG) to the Carer Payment, according to new research from the Super Members Council (SMC).
FEATURE | Member engagement | On the ball
Disengagement has cast a long shadow over the superannuation system, undermining the potential for members to achieve better retirement outcomes. A mixture of policy changes and increased awareness, however, is finally shifting members' attitude. Karren Vergara writes.
Further Reading
Cover Story
Leading the way
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.
Expert Feed
Leading with a more holistic approach to building credit portfolios
In this one-credit era, leadership is no longer about choosing sides. It is about building the tools required to lead across the credit continuum.
The role of consistency in emerging markets
EMs are often characterised as volatile and unpredictable, and to some extent that is fair. However, a consistent approach can deliver attractive outcomes.
The biggest risk in real estate today is doing nothing
As we look at the market today, one thing is clear: volatility and geopolitical noise loom large. But the biggest risk we see for real estate is not the ...
Why operational due diligence is more than a governance checklist
Governance isn't proven by policies; it's proven by repeatable decisions, transparent oversight and clear follow-through.
