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LRBAs and buying property: A guide for self-managed super funds

LRBAs allow self-managed super funds to borrow money for property acquisition while protecting other assets. According to SMSF specialist Heffron, these investments offer growth opportunities, but following the rules is crucial.
Staff Writer | 20th Dec 2023 | More
When it’s time to move super, pack the pensions separately

Investors thinking of switching super funds should carefully consider the costs involved, make sure they do their paperwork and keep their various retirement accounts straight, says Heffron Consulting’s Meg Heffron. To avoid “nasty surprises”, it all comes down to careful planning.
Lisa Uhlman | 18th Aug 2023 | More
SMSF sector poised for growth as millennials, Gen X opt for ‘the Spotify of superannuation’

Despite a growth hiccup in 2022 the SMSF sector is trending in the right direction, with more younger people opting for choice in the way they manage their retirement savings.

Tahn Sharpe | 24th Feb 2023 | More