Tax – SuperGuardian

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

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

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

Deciding on your SMSF Trustee

Deciding on the type of trustee which will be responsible for your SMSF is important.There are two types of structures available: To read this fact

Key Rates and thresholds for 2021/22 Financial Year

Superannuation contributions and benefits are subject to various rates of taxation often linked to indexed thresholds. Similarly, eligibility for various Government schemes are also linked

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

First Home Super Saver Scheme

The First Home Super Saver Scheme (FHSSS) was introduced by the government to deal with housing affordability and to help Australian’s get into the property

Spouse Contribution Tax Offset

Where a taxpayer has a spouse with a low income or who is not working and under 67, they (the taxpayer) may be eligible to

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

Death and Incapacity – Who is in control of your SMSF?

With many trustees citing ‘control’ as one of the primary reasons for establishing an SMSF, there are many SMSF trustees that have failed to address

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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