Articles by
Garth McNally
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Getting ATO advice for your SMSF: Rulings and fund specific advice
If you’re unsure how the SMSF rules and regulations might apply to your fund, it’s worth going direct to the horse’s mouth – that is, the ATO.
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The $3 million super tax cap: What to consider with 1 year to go
If you have more than $3 million in super and are looking to reduce your balance and future tax, consider these issues first. Time is slipping away.
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How to boost your SMSF balance with contributions reserving
The increase in contribution caps from 1 July provides opportunities for SMSFs to potentially get up to $57,500 tax-deductible contributions into their super this financial year. Here’s how.
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Contribution cap increases: Issues to consider
With contribution caps set to increase on 1 July, people need to weigh up their options before making additional super contributions before and/or after June 30.
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Webinar: Strategies to split or share your super balance with your spouse
This webinar shows how you can move part of your superannuation balance to your spouses account and effectively maintain equal member super balances.
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SMSF investing in related trusts and companies: Key rules to know
Using your SMSF to invest in a related trust or company can be a sound financial move, but strict rules apply so read on before you act.
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Can you rollover an SMSF pension to another fund?
For various reasons, SMSF members may want to roll an existing pension into a new super fund, but the process is not as simple as it could be.
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Does my SMSF need to register for GST?
Most SMSFs don’t need to worry about GST, but it’s important to understand the rules in case your fund does need to register.
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Webinar: SuperGuide members Q&A: March 2024
In this webinar super expert Garth McNally will answer recent questions from SuperGuide members.
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In-specie transfers out of an SMSF
There are many reasons you may want to transfer an asset out of your super fund into your own name, but there are processes you need to follow.
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What are the key differences between SMSFs and public offer funds?
SMSFs are a popular option for people who want more control of their retirement savings, but it’s important to understand how they compare to large super funds.
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Webinar: Super strategies for your SMSF
Are you making the most of having an SMSF? In this webinar we will cover strategies only available to SMSFs, including access to certain investments, effective tax and estate planning, as well as the benefits of investing as a couple or family.
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SMSFs and estate planning: Issues to consider after the death of a SMSF member
In this article in our SMSF and Estate Planning series, we focus on key issues within your fund.
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Webinar: SuperGuide members Q&A: December 2023
In this webinar super expert Garth McNally will answer recent questions from SuperGuide members.
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SMSFs and estate planning: Key issues that SMSF trustees need to know
The third article in our SMSF and Estate Planning series focuses on estate planning issues trustees need to consider on the death of a fund member.
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SMSFs and estate planning: What fund members should consider and plan for
The second article in our four-part “SMSF and estate planning series” covers the key issues for trustees when it comes to estate planning within their self-managed fund.
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Webinar: Transition-to-retirement pensions: Strategies and benefits
In this webinar, Garth will take you through the key benefits of using a transition to retirement pension; from tax planning to achieving better estate planning outcomes. This webinar is a must for all readers approaching or considering retirement.
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SMSFs and estate planning: An introduction
Ensuring your super is dealt with according to your wishes when you die is not only important for your beneficiaries, but for your fellow trustees and the fund itself.
