A ten-minute walk-through from Meg Heffron on the part of the $3m super tax almost nobody is talking about, what the ATO is about to start watching, and whether your fund is in the right hands for what's coming.
A 30-minute phone or video call with someone on our team who knows SMSFs cold. We will talk through your fund, where Division 296 might land for you, and whether moving across to Heffron makes sense.
Pick a time after you submit. 30 minutes by phone or video, no obligation.
27 years doing only SMSFs 5x Administrator of the Year Consults to Treasury & the ATO Named relationship manager on every fund
Why Heffron
Heffron has been operating exclusively in SMSFs since 1998. Twenty-seven years, only ever this. Our team educates the rest of the industry, which is to say other administrators, accountants and advisers buy our courses to learn how to handle the legislation we are walking trustees through now.
Meg writes about Division 296 most months in the Australian Financial Review, The Australian and Firstlinks. She sits on the panels where the ATO and Treasury work through how new super legislation will actually be applied. When something like Division 296 lands, our team is not reading about it for the first time the same week our clients are.
On your fund itself, you get a named relationship manager in Maitland or Brisbane whose direct line you have. They look after accounting, tax, compliance, audit coordination, and the annual minutes, and they keep an eye on the things that change year to year. If you have a question, you ring them.