Pensions – SuperGuardian

Valuations for Year End Reporting (Trustees)

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

Valuations and SMSF Checklist for Year End Reporting (Advisers)

As 30 June approaches there are a number of key issues to be reminded of. This guide will provide an overview and link to a

Segregating Assets in SMSF

SMSFs can use segregation to separate the assets of the fund for several reasons. It can be done to separate the assets between accumulation phase

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 their superannuation balance. The pension

Guide to Transition to Retirement Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of their superannuation balance. The pension

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

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

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