SuperGuardian – SuperGuardian

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

Interactive contribution strategies in an SMSF

SMSF trustees can accept contributions on behalf of fund members through all stages of their lifecycle from pre-adulthood to post retirement. Knowing what strategies are

End of year checklist – are your SMSFs 30 June ready?

The end of financial year brings with it a number of administrative and compliance considerations that can have tax and strategic consequences, both positive and

Exiting Legacy pensions and reserves in an SMSF

Following the release of Regulations in December 2024 allowing for certain legacy pensions to be commuted within a 5 year window and to make for easier

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

Webinar – How indexation impacts strategic considerations

Since the introduction of the transfer balance cap we have seen the general cap be indexed on two occasions with an expectation that it will

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

Webinar – 2024 year in review

2024 has been a significant year for SMSFs with a number of long outstanding matters brought to a close, only to open up new issues for us