News & Insights

Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts.

Division 296 tax, legacy pensions and reserves – a real dilemma

For someone impacted by the extra tax on those with more than $3m in super (known as Division 296 tax), it’s not necessarily smart to withdraw large amounts from super before 30 June 2025. But this...

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Let's celebrate turning 65

It’s my mother’s birthday this month. And while she’s not turning 65, this did make me think about birthdays generally and their relevance to superannuation. Hands down, 65 is the best one to have...

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Division 296 is back on the table – what does it mean for clients?

There are obviously still some unknowns. Will the Government re-introduce precisely the same legislation that was passed by the House of Representatives in the last Parliament? And will the start...

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