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Valuations for Year End Reporting (Trustees)

  • By: SuperGuardian
  • June 11, 2021
  • Comments (0)

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

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Valuations and SMSF Checklist for Year End Reporting (Advisers)

  • By: SuperGuardian
  • June 11, 2021
  • Comments (0)

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

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Segregating Assets in SMSF

  • By: SuperGuardian
  • March 5, 2021
  • Comments (0)

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

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Guide to Pensions in SMSFs

  • By: SuperGuardian
  • May 18, 2020
  • Comments (0)

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

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Guide to Transition to Retirement Pensions in SMSFs

  • By: SuperGuardian
  • May 18, 2020
  • Comments (0)

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

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SMSF and Estate Planning Considerations

  • By: SuperGuardian
  • March 5, 2020
  • Comments (0)

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

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Accessing Superannuation Benefits

  • By: SuperGuardian
  • May 17, 2019
  • Comments (0)

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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Recent Posts

  • SMSF Contributions and the work test changes
  • SMSF Pension planning toolkit
  • Borrowing in an SMSF – LRBAs and other rules
  • SMSFs acquiring assets from related parties
  • Death Benefits & SMSFs – planning for the inevitable

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