
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
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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
Read MoreInteractive 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
Read MoreEnd 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
Read MoreExiting Legacy pensions and reserves in an SMSF
Following the release of Regulations in December 2024 allowing for certain legacy pensions to be commuted within a 5 year window and to make for easier
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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 authorisations granted to an existing
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Deferred Contribution Allocation
A deferred contribution allocation strategy, often referred to as contribution reserving, enables a member to bring forward the timing of a contribution into the current
Read MoreWebinar – How indexation impacts strategic considerations
Since the introduction of the transfer balance cap we have seen the general cap be indexed on two occasions with an expectation that it will
Read MoreWebinar – 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
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Excess Non-Concessional Contributions
The non-concessional contributions cap is $120,000 from 1 July 2024, however the ability to contribute to super is dependent on an individual’s Total Superannuation Balance
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