Administration – SuperGuardian

Electronic Signing

Utilising eSigning for documents enables faster, easier, more convenient and secure processes. We have utilised DocuSign software for eSigning within our business since 2015 to

Valuations for Year End Reporting

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

End of Financial Year Checklist

SuperGuardian are pleased to provide you an End of Financial Year Checklist to assist ticking off the crucial steps and ensuring this time of the

Explanatory Document – Death Benefit Nomination

Did you know that your superannuation is not part of your estate or controlled by your will, unless you direct it to your estate? This

Enduring Power of Attorney – Death Benefit Nomination

All superannuation members should consider having in place an enduring power of attorney that empowers a trusted person or persons to care for and manage

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the authorisations granted to an existing

Implications of Late Lodgement of your SMSF Annual Return

The SMSF Annual Return is an important document that covers the income tax return, regulatory information and member contribution reporting; and also enables trustees to

Annual Trustee Plan

It’s the New Year – time for new resolutions and planning the year ahead. For SMSF trustees, reviewing your fund’s investment strategy and individual investments

The benefits of a special purpose corporate trustee

Deciding on the type of trustee which will be responsible for your SMSF is important. There are two types of structures available: Individual Trustees –

SMSF Trustee Structure – What is the process to change it?

The choice to have either individual or a corporate trustee is an important decision to make for an SMSF however it doesn’t need to be

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.

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