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Showing 11 - 20 of 44 results for "Heffron"

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... as learn about critical issues affecting the 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 ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... - what the SMSF sector does well and 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 ...

Government to amend transfer balance cap laws

ANDREW MCKEAN  |  FRIDAY, 27 OCT 2023
... inadvertently affecting their transfer balance 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 ...

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

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... retrospective tax on existing assets, 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 ...

Heffron adds head of product

JAMIE WILLIAMSON  |  THURSDAY, 21 APR 2022
SMSF administrator Heffron has appointed a head of product, hiring from BT. Kate Sheringham has joined Heffron in the newly created role, moving on from BT where she spent the last six years as national manager, SMSF products. In the new role, Sheringham ...

Vale Martin Heffron

ELIZABETH MCARTHUR  |  TUESDAY, 15 DEC 2020
Martin Heffron, one of the most respected experts in Australia's self-managed superannuation sector, has passed away suddenly after a brief illness. Heffron, the business that he co-founded with his wife Meg in 1998, sent a note to clients on 11 ...

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 ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... of COVID-19 - but compliance has left some financial advisers and service providers feeling hamstrung in helping. Meg Heffron, managing director of Heffron, says more people have called her company wanting to establish an SMSF in the last month than ...

SMSF Association chair gets new gig

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 MAR 2020
... Association has joined a technical specialist to lead its growth plans. Self-managed superannuation technical specialist Heffron has appointed Andrew Hamilton as director of strategy and growth. Hamilton is currently chair of the SMSF Association, having ...

Retirement income review welcomed: Poll

KARREN VERGARA  |  THURSDAY, 6 JUN 2019
... Liberals were re-elected. While it is clear that many things could be improved about Australia's superannuation system, Heffron SMSF Solutions executive director Martin Heffron said a review into retirement incomes in isolation is at risk of missing ...