Tax – Page 2 – SuperGuardian

5 Potential Errors When Running An SMSF

While an SMSF offers a number of benefits and can be a great way to grow your retirement savings, it is important to ensure your

Top 10 Trustee Tips to Running a Successful SMSF

With over 590,000 SMSFs controlling over $760 billion in assets, it is obvious many Australians are opting to establish their own self managed super fund

Precious Metals – How to hold Gold and Silver in an SMSF

There are different types of investments that an SMSF can hold and precious metals are one of the allowable asset classes. Before going down this

Understanding SMSF Expenses

SMSFs inevitably incur expenses during their operating life. It is important to understand that of the expenses incurred, not all are able to be claimed

Apportioning SMSF Expenses

Where an SMSF has retirement phase pension accounts and accumulation accounts there may be a need to apportion expenses to determine the deductible component. This

Unsegregated SMSFs and Actuarial Requirements

As a rule, SMSFs can either use the segregated or unsegregated/proportionate method to determine their Exempt Current Pension income (ECPI). However, there are instances where

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

2021 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

Work Test Exemption

Depending on a member’s age, the work test is a key test to be contemplated when making contributions to an SMSF, and SMSF trustees must

GST and SMSFs

Goods and services tax (GST) is a tax of 10% on goods and services sold within Australia. GST is included in the price charged for

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