Upcoming Events – SuperGuardian

SG Events

If there’s a common denominator in most SMSF conflicts that end up in the Court system it’s usually the fund/member documentation, or lack thereof. Whether it’s missing documents, documents that are in direct conflict with each other, non-adherence to terms stipulated within certain documents or just meaningless documents, it’s an area that needs greater scrutiny and ongoing maintenance.

Tuesday 21st May 12:30pm - 1:30pm AEST

Tuesday 18th June 12:30pm - 1:30pm AEST

Webinar - Don't neglect your SMSF documentation needs

Webinar - Insurance, Transfer Balance Caps & Div 296

SMSF Trustees are required as part of their investment strategy to consider holding insurance for fund members. Insurance policies are a form of investment that many hopes will never be realised but when they are it’s important to know what impact they may have on fund members and/or their beneficiaries but also what impact they can have on a fund.

Upcoming Events

Webinar – Insurance, Transfer Balance Caps & Div 296

Webinar – Don’t neglect your SMSF documentation needs

Past Events

SuperGuardian Webinar: A walk-though for Advisers on 11th April 2024

SuperGuardian Webinar: A walk-though for Advisers on 22nd April 2024

Webinar – The SMSF winding up window is always open

Webinar – Does indexation impact your SMSF clients?

SMSF Day 2024

Webinar – How the $3m Division 296 Tax will impact SMSFs

Webinar – Holding Business Real Property in an SMSF

Webinar – SMSF Benefit Payments – Tips and Traps

Webinar – SMSF Expenses Under the Microscope

Webinar – SMSF Contributions Strategies – Great opportunities await those that get them right!

Past events

October 2020

September 2020

August 2020

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Disclaimer: Any information that is financial product advice is provided by SuperGuardian Pty Ltd (AFSL No. 485643 ). The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to SuperGuardian FSG https://www.superguardian.com.au/pdfs/Financial-Services-Guide.pdf for contact information.

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