SuperGuardian – Page 10

Cash, coins, crypto and collectables – not all money is created equal

If cash is King then surely crypto is the court jester because you never know what it’s going to do next! Let’s assume that collectable

Creating a contribution strategy playbook – workshop

This interactive workshop will provide attendees with direct access to one of Australia’s leading SMSF educators. Over the course of 3 hours Tim Miller will

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

Segregating Assets in SMSF

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

The winners and losers of an indexed transfer balance cap

SG Blog: From 1 July 2021 the Transfer Balance Cap will be indexed to $1.7 million, which is great news for any individual who hasn’t

Alternate Trustees for SMSFs

It is generally well understood that each member of an SMSF must be an individual trustee or a director of the corporate trustee. Further, if

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

Reversionary Pensions

A member’s estate planning objectives should be taken into account when commencing any new pension. If a member has a pension account with a reversionary