Articles by
Garth McNally
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Webinar: The recontribution strategy: Opportunities and strategies to get the best outcomes
This webinar explains how the recontribution strategy works and the process required to maximise the tax effectiveness of your retirement savings.
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How lump sums can reduce your transfer balance account
If you are considering taking more than the minimum amount from your super pension account, the way you do it counts.
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How to start a pension in your SMSF
There are decisions to make and steps to take before a fund member can start withdrawing retirement income from their super. Here’s what trustees need to know.
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TBAR: Transfer balance account reporting for SMSFs
Understanding the transfer balance account rules, including timing and transaction reporting, is extremely important for SMSF trustees..
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Commuting an SMSF account-based pension
If you want to commute (roll back) some or part of a super pension, or combine multiple pensions, you need to follow strict rules.
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Exempt current pension income (ECPI) explained for SMSFs
Understanding the rules around ECPI can help reduce tax and save costs when fund members move into retirement phase.
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How to avoid getting caught in the in-house asset trap
Falling foul of the in-house asset rules can be a costly mistake for SMSFs and continues to be a tricky area for trustees.
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Can my SMSF loan money to me or my business?
Loans made by your SMSF are the exception, not the rule, and getting it wrong can be costly.
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Election outcomes for your SMSF
Now that the 2025 election is decided, which super policies will be enacted and what is now off the table as a result?
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How SMSFs segregate assets in retirement
In some circumstances it can make sense to allocate assets to particular fund members. We explain the how and the why.
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SMSF investing in private companies: Key rules to know
Investing in unlisted or private companies is perfectly legitimate for SMSFs, but there are strict rules around how it’s done.
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Managing capital gains tax in your SMSF
It’s possible to reduce or even eliminate the amount of tax your fund pays on asset sales with these simple strategies.
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EOFY: Getting your SMSF in order
If you want to get your SMSF shipshape for June 30, then get cracking now.
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Property development in an SMSF: What to consider
While property development is allowed in an SMSF, the rules restrict what can be done and how.
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Divorce and superannuation: How it works
Super is an increasingly important marital asset and one that should not be overlooked when couples divorce.
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SMSF property loan paid off? What next?
After maximum loan terms were placed on LRBAs, many SMSFs are nearing the end of their loan and wondering about their options.
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How to buy a commercial property and lease it through your SMSF
Many restrictions that apply to the purchase of property via an SMSF don’t apply to commercial property. Here’s how it’s done.
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SMSF property investment rules
One of the attractions of having an SMSF is the ability to invest in real property, but strict rules apply.
