Articles by
Garth McNally
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What to do if a member wants to leave an SMSF
UpdatedLeaving an SMSF isn’t as simple as walking out the door. Trustees have to agree, and getting it wrong can be expensive.
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Managing capital gains tax in your SMSF
UpdatedIt’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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Tax-saving strategies only available to SMSFs
UpdatedSuper is arguably the most tax-effective investment vehicle, but SMSFs have more flexibility than large funds when it comes to managing tax outcomes.
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Super balance strategies and considerations for couples
UpdatedCouples who adopt a combined approach to superannuation savings can often be much better off in retirement.
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TBAR: Transfer balance account reporting for SMSFs
UpdatedUnderstanding the transfer balance account rules, including timing and transaction reporting, is extremely important for SMSF trustees..
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How lump sums can reduce your transfer balance account
UpdatedIf you are considering taking more than the minimum amount from your super pension account, the way you do it counts.
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SMSF property ownership options and opportunities
UpdatedDespite rule changes around borrowing to invest in residential property, there are still many ways SMSFs can invest in property.
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SMSF arm’s-length rules, NALE and NALI explained
UpdatedHere’s how to ensure all your fund’s transactions are conducted at arm’s length, and avoid costly tax penalties along the way.
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Compensation Scheme of Last Resort (CSLR) and SMSFs
UpdatedA string of high-profile investment failures has shone a light on the CSLR, how it’s funded and whether it will continue to support SMSFs.
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Webinar: Making the most of your SMSF in FY27
UpdatedFY 2027 is already shaping up to be a monumental year for SMSF trustees and members. With increases to contribution caps and further indexation to the pension limits, now is the time to be putting in place your contribution, pension, and investment strategies for the 2027 financial year. You may also need to prepare your SMSF…
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Division 296 tax and reversionary pensions
UpdatedSMSF members who are considering a reversionary pension nomination, or already have one, now need to consider the impact of Division 296 on their death benefits.
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EOFY SMSF contribution strategies for Division 296
UpdatedIf you’re looking to make last minute, year-end super contributions into your SMSF, then don’t forget to consider Division 296!
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Webinar: SuperGuide members Q&A: June 2026
UpdatedIn this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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SMSF investment rules: What every trustee should know
UpdatedIt’s crucial that SMSF trustees understand and follow strict investment rules, to both protect their retirement savings and avoid penalties.
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Tax hike on super balances above $3 million: Is it time to rethink our retirement savings vehicles?
UpdatedThe new superannuation earnings tax is now law, which means you could soon be paying additional tax! Is super still the best retirement vehicle for you?
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EOFY: Getting your SMSF in order
UpdatedIf you want to get your SMSF shipshape for 30 June, then get cracking now.
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Contribution cap increases: Issues to consider
UpdatedWith contribution caps set to increase, people need to weigh up their options before topping up their super before and/or after 30 June.
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What advice can your accountant provide for your SMSF?
UpdatedYour accountant is often the go-to person when you need help with your SMSF. But did you know they are often restricted in the advice they can provide?
