Tax – SuperGuardian

Bring Forward Contributions

The ability to bring-forward future year entitlements to make non-concessional contributions has been in place for many years now. Prior to 1 July 2020 this

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

Deferred Contribution Allocation

A deferred contribution allocation strategy, often referred to as contribution reserving, enables a member to bring forward the timing of a contribution into the current

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

Transfer Balance Account Reporting

Transfer Balance Account Reporting From 1 July 2017, three inter-related concepts were introduced to Superannuation. • Transfer Balance Cap (TBC) – This is the maximum

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