SuperGuardian – Page 4 – SuperGuardian

Webinar – SMSF Expenses Under the Microscope

Following the release of legislation that deals with the ramifications of SMSFs not paying expenses on an arm’s length basis. now is a good opportunity

Webinar – SMSF Contributions Strategies – Great opportunities await those that get them right!

1 July 2022 opened up the opportunities for many more superannuation fund members to make contributions to their fund and 1 July 2023 provided even

Webinar – The Latest Intel on LRBAs

In this upcoming webinar, Tim Miller from Smarter SMSF we will be exploring a number of current and emerging issues to give you the

Contribution and Total Superannuation Balance

Contributing to super is a vital part of growing retirement savings. In recent years there have been various changes to contributions, primarily with the introduction

Guide to Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of their superannuation balance. The pension

Valuations for Year End Reporting

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

How to view your Transfer Balance Cap

From 1 July 2017 a cap was introduced to limit how much can be transferred to a retirement phase pension for a member (and be

Guide to Transition to Retirement Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of their superannuation balance. The pension

Transfer Balance Account Reporting

Transfer Balance Account Reporting From 1 July 2017, three inter-related concepts were introduced to Superannuation. • Transfer Balance Cap (TBC) – This is the maximum

Indexing the Personal Transfer Balance Cap

The General Transfer Balance Cap (GTBC) was introduced from 1 July 2017 and is a cap on the how much can be transferred to a