SuperGuardian – SuperGuardian

Indexing the Personal Transfer Balance Cap

The General Transfer Balance Cap (GTBC) was introduced from 1 July 2017 and is a cap on the how much can be transferred to a

The Literal Ins and Outs of SMSF Trusteeship

SMSF Trusteeships is a relatively easy concept to get right when you stick to the basics that all members must be trustees and all trustees

Contribution and Total Superannuation Balance

Contributing to super is a vital part of growing retirement savings. In recent years there have been various changes to contributions, primarily with the introduction

Electronic Signing

Utilising eSigning for documents enables faster, easier, more convenient and secure processes. We have utilised DocuSign software for eSigning within our business since 2015 to

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 at market value or misrepresenting

End of Financial Year Checklist

SuperGuardian are pleased to provide you an End of Financial Year Checklist to assist ticking off the crucial steps and ensuring this time of the

Explanatory Document – Death Benefit Nomination

Did you know that your superannuation is not part of your estate or controlled by your will, unless you direct it to your estate? This

Enduring Power of Attorney – Death Benefit Nomination

All superannuation members should consider having in place an enduring power of attorney that empowers a trusted person or persons to care for and manage

Interactive contribution strategies in an SMSF

SMSF trustees can accept contributions on behalf of fund members through all stages of their lifecycle from pre-adulthood to post retirement. Knowing what strategies are

End of year checklist – are your SMSFs 30 June ready?

The end of financial year brings with it a number of administrative and compliance considerations that can have tax and strategic consequences, both positive and