Articles by
Garth McNally
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SMSF borrowing rules: What you can (and can’t) borrow for
With recent changes to the super borrowing rules, it’s important for SMSF trustees to know exactly what they’re still allowed to do.
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SMSFs and estate planning: What happens after the death of a member
What happens to insurance, tax and trusteeship in your SMSF when a member dies – including how Division 296 can still apply after death.
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SMSFs: Actuarial certificates, when you need one and what they cost
When a member of your SMSF retires and starts receiving pension income, or is caught by Division 296 tax, it’s time to put an actuarial certificate on your to-do list.
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What to do if a member wants to leave an SMSF
Leaving 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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Webinar: Downsizer contributions
What you need to know to get the best outcomes with Downsizer contributions, including how the eligibility rules operate, the relevant timing requirements, Centrelink outcomes and your overall strategy considerations. We will also look at the effect of recent superannuation tax law changes and why these changes need to be considered by those considering making…
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Managing capital gains tax in your SMSF
It’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
Super 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
Couples 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
Understanding 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
If 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 compliance: What are trustees’ responsibilities?
Control and flexibility are major drawcards of self-managed super funds, but it’s not a free-for-all. Rules apply and non-compliance can be costly.
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SMSF property ownership options and opportunities
Despite 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
Here’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
A 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
FY 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
SMSF 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
If 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
In this webinar super expert Garth McNally answers recent questions from SuperGuide members.
