Administration – SuperGuardian

Contribution and Total Superannuation Balance

Contributing to super is a vital part of growing retirement savings. In recent years there have been various changes to contributions, primarily with the introduction

Guide to Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of their superannuation balance. The pension

Guide to Transition to Retirement Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of their superannuation balance. The pension

Valuations and SMSF Checklist for Year End Reporting (Advisers)

As 30 June approaches there are a number of key issues to be reminded of. This guide will provide an overview and link to a

Segregating Assets in SMSF

SMSFs can use segregation to separate the assets of the fund for several reasons. It can be done to separate the assets between accumulation phase

Paying pensions – the importance of planning ahead

Paying the minimum pension amount is a fundamental requirement to ensure an SMSF receives the appropriate tax concessions for meeting the pension standards. In the

SMSF and Estate Planning Considerations

Much planning and effort is put into the establishment and growth stage of self managed super funds (SMSFs), the same effort and planning should be

Investment Restrictions

Two relatively recent Federal Court cases give the SMSF Industry plenty of food for thought with regards to the investment decisions of a fund. An

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