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Heffron is an independent SMSF specialist firm helping trustees, financial advisers and accountants use SMSFs effectively as a retirement saving structure.

For 25 years we have been at the forefront of providing SMSF solutions and today we are one of Australia’s largest independent SMSF service providers.

Our team of market leading experts provide education and training, technical support for advisers and accountants, and implementation services such as administration, actuarial certificates and document creation. With our many years of practical experience we can help you make SMSFs better for your business and your clients.

We also have a range of interactive online tools which can give you access to Heffon’s technical expertise at your finger-tips, wherever you are, every single day. The Heffron Super Companion and Super Toolkit are written by our SMSF experts, reviewed and regularly updated to include the latest information. Request a live demonstration today.

www.heffron.com.au

In February 2023, the Government announced its intention to introduce a new tax on members with more than $3m in their superannuation balances from 2025/26. In this paper written by Meg Heffron, we set out some of our modelling on this subject.

Reduced tax concessions where total super balance exceeds $3m