Past Events – SuperGuardian

Market Valuations and SMSFs

Valuing the assets within an SMSF for Financial Statement purposes has been a regulatory requirement since 2012/13, however, valuations have long been required for many

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

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 – 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

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

Webinar – The SMSF winding up window is always open

Winding up is not a decision SMSF trustees should be making in June, unless they’re giving themselves 12 months to wind up a fund. There are numerous considerations

Webinar – Does indexation impact your SMSF clients?

There are three key indexation factors that impact the SMSF industry and combined they have an effect on contribution strategies and opportunities, pension planning as well as LRBA

SMSF Day 2024

SuperGuardian is partnering with Smarter SMSF again this year, to bring you SMSF Day 2024. Come and learn from two of Australia’s most well-known and

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