Morningstar Investor users sign in here.

Meg Heffron

Meg Heffron

is the Managing Director of Heffron SMSF Solutions.

What to do for an SMSF when the first member of a couple dies
Retirement
What to do for an SMSF when the first member of a couple dies
The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re...
Is contribution splitting a forgotten strategy?
Retirement
Is contribution splitting a forgotten strategy?
It's a surprise how rarely we see ‘spouse contribution splitting’ in SMSFs. This type of splitting is a special rule that effectively...
My own reasons for early SMSF establishment
Retirement
My own reasons for early SMSF establishment
In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry....
SMSF facts and figures
Retirement
SMSF facts and figures
This is your Quick Reference Guide for the year’s important facts and figures. It includes what you need to know on personal tax rates and...
SMSFs, negative earnings and the $3m tax on super
Retirement
SMSFs, negative earnings and the $3m tax on super
There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples...