SuperGuardian – Page 2 – SuperGuardian

Division 296 Tax Discussion Paper

The proposed $3 million superannuation tax introduced by the Australian Government aims to adjust the tax concessions for individuals with superannuation balances exceeding $3 million.

Webinar – Asset segregation and ECPI in an SMSF

Self-managed super funds are subject to special rules when it comes to being able to segregate assets to support a pension for income tax purposes, however, this

Webinar – Commencing and ceasing a pension in an SMSF

In June 2024 the ATO finalised their update of their 2013 Taxation Ruling ‘TR 2013/5 Income tax: when a superannuation income stream commences and ceases’. This

Webinar – A guide to SMSF investment strategies

SMSF trustees have a requirement to regularly review their fund’s investment strategy and there is no doubt that this regulatory obligation is coming more and

Webinar – The problem dealing with related parties

A number of recent Court cases have highlighted that dealing with related parties can be both convenient and yet complex at the same time, as Fund

Webinar – SMSF estate planning considerations

SMSF trustees have a minimum annual requirement to review the fund’s investment strategy and whilst no such regulatory requirement exists for reviewing the fund’s succession

Webinar – Insurance, Transfer Balance Caps & Div 296

SMSF Trustees are required as part of their investment strategy to consider holding insurance for fund members. Insurance policies are a form of investment that

Webinar – Don’t neglect your SMSF documentation needs

If there’s a common denominator in most SMSF conflicts that end up in the Court system it’s usually the fund/member documentation, or lack thereof. Whether

SuperGuardian Webinar: A walk-though for Advisers on 11th April 2024

Would you like an introduction to the SuperGuardian solution or a refresher on how our solution works? Register below for one of our virtual guided

SuperGuardian Webinar: A walk-though for Advisers on 22nd April 2024