Heffron takes a unique approach to SMSF pension documentation

From

Accountants and advisers now have access to a unique industry tool dedicated to delivering pension documentation, with the launch of Heffron’s new Pension Pack. Working as part of Heffron’s Super Toolkit, the Pension Pack tool is designed to help accountants and advisers deliver pension documentation for their SMSF clients that is both fully compliant and

continue reading

Heffron launches free online wizard to help calculate personal transfer balance cap

From

Accountants and advisers can now calculate their client’s new personal transfer balance cap, with the launch of Heffron’s new calculator, free in their online portal. The calculator has been developed to tackle the upcoming transfer balance cap increase on 1 July 2021, which is the first increase since the cap was introduced on 1 July,

continue reading

SMSF members urged to seek good advice as COVID divorces spike

From

The coronavirus pandemic has taken its toll on Australian couples. As well as marriage rates continuing their 20-year decline, divorce is reportedly on the rise. Google searches for the term ‘divorce’ surged to their highest point in 12 months at the end of June, even higher than the traditional Christmas divorce season.[1] Family law firms

continue reading

Economic response to the Coronavirus – Impact on superannuation benefits

From

The word unprecedented seems overused – and yet not overused – at the moment. On 22 March 2020 the Government announced the second of their stimulus packages to support Australia through the economic consequences of the Coronavirus. Notably, the Prime Minister and the Treasurer were at pains to describe their economic announcements today as a

continue reading

Retirement income review well placed to scrutinise fiscally unsustainable policies

From

The federal government’s announcement this week of an independent review into the retirement income system (“the review”) could facilitate important scrutiny of the government’s own fiscally unsustainable policies. Heffron director and superannuation expert Martin Heffron says the restriction of the terms of reference to establishing facts rather than making recommendations offers an unusual opportunity to

continue reading