SuperGuide

Superannuation and retirement planning information

November 2024 SMSF newsletter

Can you be your own SMSF accountant?
One way to lower your costs as an SMSF trustee, if you have a head for numbers and infinite patience, is to lodge your SMSF accounts yourself. Read more.
Can you be your own SMSF accountant?
One way to lower your costs as an SMSF trustee, if you have a head for numbers and infinite patience, is to lodge your SMSF accounts yourself. Read more.
How do SMSFs invest?
If you run your own SMSF, have you ever wondered where other SMSFs or mainstream funds invest their money? This is how. Read more.
How do SMSFs invest?
If you run your own SMSF, have you ever wondered where other SMSFs or mainstream funds invest their money? This is how. Read more.
SMSFs: What are the lump sum withdrawal rules?
Withdrawing a big pot of money from your super can be tempting, but strict rules apply. And then there’s tax. Read more
SMSFs: What are the lump sum withdrawal rules?
Withdrawing a big pot of money from your super can be tempting, but strict rules apply. And then there’s tax. Read more
SMSFs: Legacy pension relief at long last
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. Read more.
SMSFs: Legacy pension relief at long last
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. Read more.
SMSFs: Running multiple pensions for the one member
Running multiple pensions from the one SMSF can be extremely beneficial. From tax planning to estate planning, there is a lot to consider! Read more.
SMSFs: Running multiple pensions for the one member
Running multiple pensions from the one SMSF can be extremely beneficial. From tax planning to estate planning, there is a lot to consider! Read more.

Advice options for planning your retirement

Thursday 21 November 2024 at 4:30 pm AEDT

The vast majority of Australians plan and start their retirement without any advice, with cost and trust being the main barriers. In this webinar we explore some of the key options for advice and guidance, including from financial advisers, super funds, retirement coaches and retirement income modellers.

Q&A: If we transfer assets to a new SMSF, will there be capital gains tax?
Q: My wife and I have set up a new SMSF with a corporate Trustee (we are the directors). We want to transfer the assets from our old SMSF (we… Read more.
Q&A: If we transfer assets to a new SMSF, will there be capital gains tax?
Q: My wife and I have set up a new SMSF with a corporate Trustee (we are the directors). We want to transfer the assets from our old SMSF (we… Read more.

December 1

If you are lodging your annual return on 31 October, you must pay your SMSF’s annual supervisory levy by this date. This must now be paid in advance so if your SMSF was only established last financial year you will have to pay double. That is, twice the annual amount of $259 or $518.

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.