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Showing 11 - 20 of 24 results for "Meg Heffron"

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 ...

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

... him as a top competitor and are now excited to have him as part of our leadership team," Heffron managing director Meg Heffron said. "We intend to make Heffron the undisputed SMSF service provider of choice and we know Andrew's energy and experience ...

Heffron reshuffles leadership

HARRISON WORLEY | FRIDAY, 29 MAR 2019

... SMSF solutions provider Heffron has appointed a new managing director. In a leadership reshuffle, head of product Meg Heffron is stepping into the managing director role. Heffron, who co-founded the business with the now former managing director Martin ...

Heffron partnership to offer robo-SMSFs

HARRISON WORLEY | FRIDAY, 27 APR 2018

... trustworthy asset management that should be standard in this industry," he said. Co-founder and Heffron head of product Meg Heffron said the partnership allowed the two firms to simplify SMSFs. "Both Six Park and Heffron have a vision of bringing expertise ...

Heffron acquires superannuation advice specialist

DARREN SNYDER | THURSDAY, 10 AUG 2017

... strong technical team we already have and add material capacity to that team." Formica and her team will report to Meg Heffron in her role as the leader of the education and training functions within Heffron. They will also be working closely with Leigh ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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