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Meg Heffron

Use this strategy to maximise tax benefits of large ‘legacy’ pensions

Meg HeffronContributor

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The vast majority of people with old-style products known as “market-linked” or “term-allocated” pensions will wind them up in the next few years.

They will use a special measure introduced by the federal government in December that allows these pensions to be stopped and replaced with a more flexible option.

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Meg Heffron is managing director at SMSF specialist firm Heffron.

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    Original URL: https://www.afr.com/wealth/superannuation/use-this-strategy-to-maximise-tax-benefits-of-large-legacy-pensions-20250113-p5l3vq