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Showing 1 - 10 of 24 results for "Meg Heffron"

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... 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 funds, such ...

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
... 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 "a great strategic vehicle." ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... 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 one group of SMSF members facing ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... 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 general manager Lachlan Sue ...

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 ...
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