Past Events – Page 3 – SuperGuardian

Unit Trust investments in an SMSF

Following on from our recent property investment webinar, in our next event we will look at unit trusts. Unit Trust investments can provide SMSFs with

Property investments in an SMSF

Whether it’s interest rates, rental occupancy or market demands, property is always a hot topic. From an SMSF investment point of view property has always

SMSF Pension planning toolkit

Whether it is legislated or not, the primary purpose of superannuation is to pay a benefit, preferably via a pension, to the members of a

SMSF Contributions and the work test changes

The Federal Government recently delivered on one of its major 2021/22 Budget announcements, which provides individuals with the capacity to contribute to superannuation up to

Are your SMSFs audit and future proof?

July is a great time to start planning for the events of the new financial year whilst also reconciling all matters related to the prior

Borrowing in an SMSF – LRBAs and other rules

Section 67 of the Superannuation Industry (Supervision) Act 1993 prohibits, and then makes exceptions for, the trustees of a fund from borrowing or maintaining an

SMSFs acquiring assets from related parties

Section 66 of the Superannuation Industry (Supervision) Act 1993 prohibits, and then makes exceptions for, the trustees of a fund acquiring assets from a related

Death Benefits & SMSFs – planning for the inevitable

The Sole Purpose Test makes provisions for the payment of death benefits to a member’s beneficiaries both as a core and an ancillary purpose of

SMSF end game – winding up is the final strategy

2020/21 saw the SMSF market record its strongest establishment numbers in over 3 years, with over 25,000 SMSFs established. 2018 was the last time that

SMSFs and separating members – how relationship breakdowns impact SMSFs

From 1 April 2022 parties to property proceedings will be able to apply to the family law court registry to obtain information from the ATO

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