Event Details – SuperGuardian

Interactive 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

End 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

Exiting 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

Webinar – 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

Webinar – 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

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

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

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

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

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

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