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Showing 1 - 10 of 44 results for "Heffron"

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... representative portfolio of assets," the letter stated. Ultimately, the modelling suggests a 17.5% reduction factor for DB schemes. Heffron Consulting managing director Meg Heffron points out that one of the most important features of the regulations ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning, Meg Heffron, managing director of Heffron Consulting, discussed different scenarios on how the new tax can impact wealthy clients ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
... trillion in assets, SMSFs make up nearly one quarter of the total $4.5 trillion superannuation pool. In the early 2000s, Heffron Consulting managing director Meg Heffron pointed out the "big surge" of financial advisers jumping on the SMSF bandwagon ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... will provide clarity on the timeframe available to implement strategies to manage the new tax effectively." Meanwhile, Heffron managing director Meg Heffron said while for some a "don't act now" approach would be the best course of action - there is ...

SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
... the sector. The 2024 CEO Award was posthumously awarded to former Foxton Financial director Brooke Hepburn-Rogers while Heffron director Leigh Mansell was awarded the prestigious Chair Award. Heffron national relationship manager Michael Lorimer was ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... retirement of three board directors, the SMSF Association (SMSFA) has announced their successors. The SMSFA has welcomed Heffron managing director Meg Heffron, Vincent director of superannuation advisory Brett Griffiths and Matrix Norwest partner and ...

New NALE rules, AFCA's super powers passed

KARREN VERGARA  |  THURSDAY, 27 JUN 2024
... 1 July 2018 changes seemed harmless enough until you realised they could be applied to very common fund arrangements," Heffron Solutions head of education and connect Lyn Formica said in the lead up to the proposed changes. "For example, an SMSF trustee ...

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... alternative retirement savings vehicle, 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 ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... block this Bill, we hope that they will 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 ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... insurers. On the point that accountants appear 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 ...
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