Alternate Trustees for SMSFs

It is generally well understood that each member of an SMSF must be an individual trustee or a director of the corporate trustee. Further, if someone can’t be a trustee or director, due to being disqualified, then they cannot be a member of the SMSF. For single member funds, the member needs to be one of only two individual trustees or where there is a corporate trustee the member is either the sole director or one of only two directors. This is clearly defined within section 17A of the Superannuation Industry (Supervision) Act 1993 (SISA93). Satisfying the definition of an SMSF is essential to maintaining the complying status of a fund.

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Step by Step Instructions to Appointing SuperGuardian as your Tax Agent Video

Watch this video to see step by step instructions how to appoint SuperGuardian as your Tax Agent.

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the

Guide to Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of

Valuations for Year End Reporting

It is a legal requirement that all SMSFs record and report all assets at market value. Failure to report assets

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