News & Views

Enjoy access to a wide selection of information and fact sheets relating to various aspects of SMSF admin and compliance.

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Watch this video to see step by step instructions how to appoint SuperGuardian as your Tax Agent.

From 1 July 2017 a cap was introduced to limit how much can be transferred to a

The General Transfer Balance Cap (GTBC) was introduced from 1 July 2017 and is a cap on

SG Blog: 2023 – 2024 Federal Budget Update | $3 million super threshold confirmed As expected, the

The non-concessional contributions cap is $110,000 from 1 July 2021, however the ability to contribute to super

The concessional contribution cap is $27,500 from 1 July 2021. With the ability to carry forward unused

An individual’s Transfer Balance Cap (TBC) and Total Superannuation Balance (TSB) are calculated differently andare separate concepts.

SMSF Residency

SMSF’s must be ‘complying’ to ensure they attract the tax concessions they are known for. An SMSF’s

It is a legal requirement that all SMSFs record and report all assets at market value.  Failure

As 30 June approaches there are a number of key issues to be reminded of. This guide

A deferred contribution allocation strategy, often referred to as contribution reserving, enables a member to bring forward

The 2021/22 Federal Budget has been delivered and it’s reasonable to say that SMSFs have fared well,

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

We all recognize the need for a will when we begin to plan for our future and

Cryptocurrency is a term used to describe digital assets used as a medium of exchange. The records

While an SMSF offers a number of benefits and can be a great way to grow your

With over 590,000 SMSFs controlling over $760 billion in assets, it is obvious many Australians are opting

There are different types of investments that an SMSF can hold and precious metals are one of

SMSFs inevitably incur expenses during their operating life. It is important to understand that of the expenses

Where an SMSF has retirement phase pension accounts and accumulation accounts there may be a need to

As a rule, SMSFs can either use the segregated or unsegregated/proportionate method to determine their Exempt Current

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

SG Blog: From 1 July 2021 the Transfer Balance Cap will be indexed to $1.7 million, which

An important consideration for your superannuation and estate planning is who you would like to receive your