SuperGuardian – Page 14

Important Considerations in a Market Downturn

SG Blog: Important Considerations in a Market Downturn With significant portfolio losses a reality for many in the SMSF sector, times like these provide unique

Early access to superannuation

Technical Bulletin: Early access to superannuation On 22 March 2020 the Government announced some significant relief measures that will most definitely impact some SMSF members

SMSF and Estate Planning Considerations

Much planning and effort is put into the establishment and growth stage of self managed super funds (SMSFs), the same effort and planning should be

SMSF Windups

The SuperGuardian team partnered with experts in the industry to discuss SMSF wind ups in our recent webinar. We were thrilled to see how engaged

Insurance based deductions

Self Managed Superannuation Funds (SMSFs) remain one of the most powerful retirement income and estate planning vehicles, even with the superannuation reform measures introduced from

UK Pension Schemes

The relationship between Australian superannuation funds and UK pension schemes has been a complicated one for a number of years. Legislative changes in both jurisdictions

Accessing Superannuation Benefits

SMSF trustees cannot release a member’s preserved or restricted non-preserved benefits until the member satisfies a ‘condition of release’. Once the trustee is satisfied that

Investment Restrictions

Two relatively recent Federal Court cases give the SMSF Industry plenty of food for thought with regards to the investment decisions of a fund. An

Total Superannuation Balance – A contribution game changer?

The most significant impact to SMSF administration from all the changes introduced as part of the Government’s Superannuation reform package was the introduction of the