Articles by
Garth McNally
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How can I top up my SMSF pension?
It’s possible to contribute to super after you retire, but there are rules you must follow if you want to use these contributions to top up your pension account.
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SMSFs reserves: What are the rules?
Reserves can be a useful tool for SMSF trustees, but the ATO takes a dim view of anything that looks like tax avoidance.
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What happens to my TTR when I turn 65?
When you turn 65 a number of things happen to your transition to retirement pension – mostly good but there are traps to avoid.
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Can my SMSF invest in gold?
Gold investments come in many forms, so SMSF trustees should understand the pros and cons, and compliance issues, with each.
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What happens if I don’t pay the minimum pension from my SMSF?
Now updated with a handy video guide. Adverse tax and compliance outcomes can occur if you fail to take your minimum pension payment each year. Don’t get caught due to poor SMSF administration.
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Legacy pension relief for SMSFs
Proposed changes to legacy pensions will make it much easier to switch to newer, more flexible products without some of the previous hurdles and restrictions.
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SMSF multiple pensions: Benefits and strategies
Running multiple pensions from the one SMSF can be extremely beneficial. From tax planning to estate planning, there is a lot to consider!
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What are the lump sum withdrawal rules for SMSFs?
Do you know the difference between pension payments and lump sums? The process for taking a lump sum from your accumulation account or your pension account?
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Common errors SMSF trustees make with their annual returns
If you want to stay on the right side of the ATO and avoid costly penalties, it pays to review its list of common mistakes made by SMSFs when lodging their annual return.
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SMSF pension strategy: Lump sum payments
With restrictions on the amount you can use to start a pension, understanding how you can then access these funds has become an even more important issue.
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Transition-to-retirement strategies
A TTR pension not only offers greater work-life balance, but it can also open up potentially beneficial strategies and opportunities.
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Webinar: Buying property in an SMSF
From the compliance requirements to the strategic opportunities, this webinar will also include an attendee Q&A Session.
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Non-arm’s length expenditure (NALE) rules for SMSFs
Don’t know your NALE from your NALI? Failure to attend to both can lead to some gnarly tax outcomes.
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Preservation age and transition-to-retirement pensions align
The stars have aligned for the preservation age and tax-free super payments, reigniting interest in TTR pensions.
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Director Identification Numbers: What is required for SMSFs
If you are planning to set up your own self-managed super fund with a corporate trustee, then you will need to add applying for a Director ID to your administrative to-do list.
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Webinar: Transition-to-retirement pensions: The BOOM is coming
With upcoming changes to both superannuation and tax laws, there is likely to be a huge uptake in the use of transition to retirement pensions.
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Webinar: SuperGuide members Q&A: June 2024
In this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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Webinar: 2024 year-end superannuation tips and traps
Year-end strategies and procedures to get the best outcomes from your superannuation before the end of the 2023-24 financial year.
