SuperGuardian – SuperGuardian

Webinar – 2024 year in review

2024 has been a significant year for SMSFs with a number of long outstanding matters brought to a close, only to open up new issues for us

Unused Concessional Contributions Cap Carry Forward

The standard concessional contribution cap, the limit for concessionally taxed employer and personal deductible contributions. It is subject to indexation, based on Average Weekly Ordinary

Borrowing in your SMSF

Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting retirement savings, allowing an SMSF to acquire significant assets like property or

3 Ways to get into Property with a SMSF

Investing in property through a Self-Managed Super Fund (SMSF) remains a popular topic, as many Trustees are keen to include property in their SMSF portfolios.

Managing a Self-Managed Superannuation Fund (SMSF) effectively requires consistent attention andproactive planning throughout the year. This calendar outlines key tasks and considerations for SMSFtrustees each

Division 296 Tax Discussion Paper

The proposed $3 million superannuation tax introduced by the Australian Government aims to adjust the tax concessions for individuals with superannuation balances exceeding $3 million.

Webinar – Asset segregation and ECPI in an SMSF

Self-managed super funds are subject to special rules when it comes to being able to segregate assets to support a pension for income tax purposes, however, this

Webinar – Commencing and ceasing a pension in an SMSF

In June 2024 the ATO finalised their update of their 2013 Taxation Ruling ‘TR 2013/5 Income tax: when a superannuation income stream commences and ceases’. This

Webinar – A guide to SMSF investment strategies

SMSF trustees have a requirement to regularly review their fund’s investment strategy and there is no doubt that this regulatory obligation is coming more and

Webinar – The problem dealing with related parties

A number of recent Court cases have highlighted that dealing with related parties can be both convenient and yet complex at the same time, as Fund