
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
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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
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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
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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
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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
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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
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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
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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
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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 –
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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
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