Event Details – SuperGuardian

SMSFs and in-house asset – inclusions, exceptions, and restrictions

In-house assets are synonymous with SMSFs; however, they still appear to be shrouded in mystery given they represent over a quarter of all SMSF compliance

SMSFs acquiring assets from a related party

SMSF trustees are prohibited from acquiring assets from a related party of the fund unless the asset is one that meets the exceptions maintained within

Trust investments in an SMSF

In our October and November webinars we have looked closely at the relationship between SMSFs and the in-house asset rules as well as the rules

Non-arm’s length expenses in an SMSF

Ensuring that an SMSF is dealing with another party on an arm’s length basis should be a relatively straight forward concept, but somewhere along the

Everything you need to know about paying benefits from an SMSF

Paying a benefit from an SMSF is made all the easier because the trustees of the fund hold the purse strings, but with the ease

The Literal Ins and Outs of SMSF Trusteeship

SMSF Trusteeships is a relatively easy concept to get right when you stick to the basics that all members must be trustees and all trustees

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