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Showing 1 - 10 of 19 results for "Meg Heffron"

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... according to an expert. Presenting at the SMSF Association National Conference, Heffron Consulting managing director Meg Heffron called on SMSF professionals to put some perspective around the proposed new tax and anticipate some critical questions they ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... support amendments which simplify and improve this tax." Also at the conference, Heffron Consulting managing director Meg Heffron said that many SMSFs will not hit the $3 million mark - yet they still see value in their SMSF, appreciating they are a ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... to be missing from the Delivering Better Financial Outcomes proposed changes, Heffron Consulting managing director Meg Heffron is hopeful that there will be a place for accountants with expertise to support their clients on SMSF issues. "We currently ...

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... sector from a suite of experts, according to the SMSF Association (SMSFA). Heffron SMSF Solutions managing director Meg Heffron will be taking part in a panel at the annual SMSFA conference, which will be held at the Brisbane Convention and Exhibition ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... where it needs to level up. SMSFA chief executive Peter Burgess will be joined by Heffron Consulting managing director Meg Heffron, Class chief executive Tim Steele, KPMG partner Linda Elkins, and Brighter Super chief executive Kate Farrar. This year ...

Government to amend transfer balance cap laws

ANDREW MCKEAN  |  FRIDAY, 27 OCT 2023
... cap. Notably, the amendments will apply retrospectively from 1 July 2017. Heffron SMSF Solutions managing director Meg Heffron told Financial Standard that the government's announcement was "very welcome news," adding that several of her clients with ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... potentially impacting financial planning strategies for those nearing or in retirement. Heffron managing director Meg Heffron shares similar apprehensions. She pointed out that the proposed tax's inclusion of unrealised capital gains may cause taxpayers ...

Heffron adds head of product

JAMIE WILLIAMSON  |  THURSDAY, 21 APR 2022
... her own private consulting business for the last four years. Announcing the appointment, Heffron managing director Meg Heffron said that after 24 years in business, the time was right to introduce real product development expertise. "In Kate, I think ...

Vale Martin Heffron

ELIZABETH MCARTHUR  |  TUESDAY, 15 DEC 2020
... Martin, including his family and the entire Heffron team." The Heffron management team will remain unchanged, with Meg Heffron continuing in her role as managing director. "His light will continue to shine brightly within our organisation as Martin ...

SMSFs to weather the storm

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... reliable income streams, coupled with super-low interest rates, has put some retirees in a more difficult position. Meg Heffron, chief executive at Heffron SMSF Solutions, said as a result of the economic effects of the pandemic, some self-funded retirees ...
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