March 2024 SMSF newsletter

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. Read more.

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. Read more.

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. Read more.

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. Read more.

What is a core and satellite investment strategy?

Many SMSF trustees use this simple approach to help create a diversified investment portfolio. Read more.

What is a core and satellite investment strategy?

Many SMSF trustees use this simple approach to help create a diversified investment portfolio. Read more.

SMSFs and financial advice: A matter of cost and trust

The number of SMSF trustees who have unmet advice needs is growing, but upcoming reforms and new technology offer the prospect of improved affordability and access. Read more.

SMSFs and financial advice: A matter of cost and trust

The number of SMSF trustees who have unmet advice needs is growing, but upcoming reforms and new technology offer the prospect of improved affordability and access. Read more.

SMSFs and estate planning: What it is and why it matters

Along with a valid Will, your SMSF is an essential part of your estate plan. From your personal wishes to tax and legal matters, there’s a lot to consider. Read more.

SMSFs and estate planning: What it is and why it matters

Along with a valid Will, your SMSF is an essential part of your estate plan. From your personal wishes to tax and legal matters, there’s a lot to consider. Read more.

Please note: We have removed the SMSF Q&As section from the website. Rather than having a separate section for questions which covered a wide range of topics we have instead moved the individual Q&As to the relevant section of the website. For example there were many questions on SMSF pensions, so you will now find those in the SMSF pensions section.

SuperGuide members Q&A: March 2024

Thursday 21 March 2024 at 11:00 am AEDT

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

March 15

Consider the capital gains tax position of the fund. The end of the financial year might seem some time away but if you want to sell any lumpy assets to offset realised capital gains, now is a good time to start arranging these sales.

Cleardocs, a Thomson Reuters business, provides Australian legal documents online.

SuperGuide members receive a 10% discount on Cleardocs SMSF, Estate Planning, Family Trust and Company documents.

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.

Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.