December 2023 SMSF newsletter

Your SMSF calendar for 2025

Forewarned is forearmed, as they say, so why not download our 2025 SMSF calendar to ensure you don’t miss any crucial dates, deadlines or opportunities in the year ahead. Read more.

Your SMSF calendar for 2025

Forewarned is forearmed, as they say, so why not download our 2025 SMSF calendar to ensure you don’t miss any crucial dates, deadlines or opportunities in the year ahead. Read more.

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. Read more.

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. Read more.

Small APRA funds: What are they and why would I need one?

Small APRA funds are often overlooked, but they offer valuable benefits if you want more control of your super investments without the trustee responsibilities. Read more.

Small APRA funds: What are they and why would I need one?

Small APRA funds are often overlooked, but they offer valuable benefits if you want more control of your super investments without the trustee responsibilities. Read more.

SMSF investment rules: Collectables and personal use assets

An ATO crackdown on asset valuations, and the proposed tax increase on unrealised capital gains in $3 million-plus super accounts, is putting pressure on SMSFs with collectables to take stock. Read more.

SMSF investment rules: Collectables and personal use assets

An ATO crackdown on asset valuations, and the proposed tax increase on unrealised capital gains in $3 million-plus super accounts, is putting pressure on SMSFs with collectables to take stock. Read more.

SMSFs: Investment property tax deduction mistakes to avoid

Property investment is popular with SMSFs, so it’s important to know what your fund can and can’t claim as investment property tax deductions if you want to stay on the… Read more.

SMSFs: Investment property tax deduction mistakes to avoid

Property investment is popular with SMSFs, so it’s important to know what your fund can and can’t claim as investment property tax deductions if you want to stay on the… Read more.

Introducing a new benefit of your SuperGuide membership, where we arrange discounts to complementary services provided by carefully selected partners.

Jubilacion uses expert financial modelling to answer the big questions on the minds of people thinking about their retirement, such as how much money you need to retire.

SuperGuide members receive a 20% discount

SuperGuide members Q&A: December 2023

Thursday 14 December 2023 at 11:00 am AEDT

In this webinar super expert Garth McNally will answer recent questions from SuperGuide members.

Q&A: Transfer balance account, minimum pension requirements and the 1 June rule

Q: If I start a Pension in my SMSF after 1 July 2023 with a Transfer Balance Cap (TBC) at $1.9 million and Transfer Balance Account (TBA) at $1.9 million… Read more.

Q&A: Transfer balance account, minimum pension requirements and the 1 June rule

Q: If I start a Pension in my SMSF after 1 July 2023 with a Transfer Balance Cap (TBC) at $1.9 million and Transfer Balance Account (TBA) at $1.9 million… Read more.

It is now just 18 months until the new tax rules for member balances above $3 million are due to take effect. You need to start thinking about your own overall super fund balances and consider if any changes need to be made to your existing retirement savings strategies.

Learn more about the proposed measure.

Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.