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

Read More

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

Read More

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

Read More

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

Read More

Webinar – SMSF estate planning considerations

SMSF trustees have a minimum annual requirement to review the fund’s investment strategy and whilst no such regulatory requirement exists for reviewing the fund’s succession

Read More

Webinar – Insurance, Transfer Balance Caps & Div 296

SMSF Trustees are required as part of their investment strategy to consider holding insurance for fund members.  Insurance policies are a form of investment that

Read More

Webinar – Don’t neglect your SMSF documentation needs

If there’s a common denominator in most SMSF conflicts that end up in the Court system it’s usually the fund/member documentation, or lack thereof.  Whether

Read More

SuperGuardian Webinar: A walk-though for Advisers on 11th April 2024

Would you like an introduction to the SuperGuardian solution or a refresher on how our solution works?  Register below for one of our virtual guided

Read More

SuperGuardian Webinar: A walk-though for Advisers on 22nd April 2024

Would you like an introduction to the SuperGuardian solution or a refresher on how our solution works? Register below for one of our virtual guided

Read More

Webinar – The SMSF winding up window is always open

Winding up is not a decision SMSF trustees should be making in June, unless they’re giving themselves 12 months to wind up a fund.  There are numerous considerations

Read More
Facebook Linkedin

AFSL 485643
Copyright © 2019 – 2021 SuperGuardian Pty Ltd ABN 57 113 986 968
Liability limited by a scheme approved under Professional Standards Legislation

Privacy Policy    •    Careers

Disclaimer: Any information that is financial product advice is provided by SuperGuardian Pty Ltd (AFSL No. 485643 ). The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to SuperGuardian FSG https://www.superguardian.com.au/pdfs/Financial-Services-Guide.pdf for contact information.

By accessing and/or using information at or through this site each user waives and releases SuperGuardian to the full extent permitted by law from any and all claims relating to the usage of the material made available through the website. In no event shall SuperGuardian be liable for any incident or consequential damages resulting from use of the material.