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Showing 1 - 10 of 38 results for "SMSF Solutions"

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... 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 held at the Brisbane ...

Government to amend transfer balance cap laws

ANDREW MCKEAN  |  FRIDAY, 27 OCT 2023
... 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 news," adding ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... me." Burridge is the chair of Treysta, a partner at Merchant Wealth Partners Australia, and director of Premier SMSF Solutions.

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... SuperConcepts was created in 2016 when AMP brought together several existing SMSF-related brands, including AMP SMSF Solutions, Ascend, Cavendish, Justsuper, Multiport, SuperIQ, SuperMate and yourSMSF. Under the deal, about 500 employees will transition ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... period. The professional services division, which provides licensed services to financial advisers, as well as SMSF solutions, general insurance broking and legal document establishment services to accountants and stockbrokers, continues to grow in profitability ...

HUB24 to acquire Class

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
... excited by the move. "Class are market leaders in the establishment, management and administration of wealth and SMSF solutions. The completion of this transaction will combine two exceptionally talented teams with a common purpose to empower better ...

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... director to director. Bosnich joined the firm in 2015 as an SMSF specialist, having come from AMP where she was an SMSF solutions associate. She was previously an SMSF client manager at Cavendish Superannuation and an accountant at EY. Gordon was appointed ...

SMSFs to weather the storm

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... 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 are shouldering the weight for the ...

Retirement income review welcomed: Poll

KARREN VERGARA  |  THURSDAY, 6 JUN 2019
... 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 the point. In ...

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 ...
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