SuperGuide

Superannuation and retirement planning information

September 2024 SMSF newsletter

How to record SMSF minutes
Recording minutes of your SMSF decisions and resolutions is not only a good habit to get into, it’s a legal requirement. Here’s how it’s done. Read more.
How to record SMSF minutes
Recording minutes of your SMSF decisions and resolutions is not only a good habit to get into, it’s a legal requirement. Here’s how it’s done. Read more.
Transition to retirement Q&As: Part 2
How TTR pensions work, additional contributions, trust deed requirements, TTRs and tax. Read more.
Transition to retirement Q&As: Part 2
How TTR pensions work, additional contributions, trust deed requirements, TTRs and tax. Read more.
What happens if I don’t pay the minimum pension from my SMSF?
Adverse tax and compliance outcomes can occur if you fail to take your minimum pension payment each year. Don’t get caught due to poor SMSF administration. Read more.
What happens if I don’t pay the minimum pension from my SMSF?
Adverse tax and compliance outcomes can occur if you fail to take your minimum pension payment each year. Don’t get caught due to poor SMSF administration. Read more.
SMSF pension strategy: Lump sum payments
With restrictions on the amount you can use to start a pension, understanding how you can then access these funds has become an even more important issue. Read more.
SMSF pension strategy: Lump sum payments
With restrictions on the amount you can use to start a pension, understanding how you can then access these funds has become an even more important issue. Read more.

SuperGuide members Q&A: September 2024

Tuesday 24 September 2024 at 11:00 am AEST

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

Q&A: How do I ensure a lump sum is taken from the right pension account?
Q: Myself and my husband both 72 have an SMSF. We both have 3 individual pension accounts in our fund. I have paid out the required minimum amounts for this… Read more.
Q&A: How do I ensure a lump sum is taken from the right pension account?
Q: Myself and my husband both 72 have an SMSF. We both have 3 individual pension accounts in our fund. I have paid out the required minimum amounts for this… Read more.

With less administrative demands at this time of the year, it can be a good time to review the investment performance of your SMSF.

SuperGuide publishes median super fund and pension fund performance data so you can benchmark your fund against the public super funds.

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.