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Showing 1 - 8 of 8 results for "Heffron Consulting"

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... 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 for members of small superannuation ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... 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, modelling the implications of either leaving ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
... 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, seeing it as ...

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... 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 and anticipate ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... 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 in their SMSF ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... 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 their clients ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... 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 executive ...

Mercer adds administration to SMSF service

... recently accredited SMSF financial planners and outsource administration, accounting, legal and compliance. Heffron Consulting has been chosen as the default SMSF administrator for the service but clients that have established SMSFs will be free to use ...
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