Articles by
Garth McNally
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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 loans: What are the SMSF borrowing rules?
The ability to borrow to invest gives SMSF trustees additional flexibility when choosing investment assets, but it’s not open slather. Strict rules apply.
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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.
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Tax hike on super balances above $3 million: Is it time to rethink our retirement savings vehicles?
The new superannuation earnings tax is now law, which means you could soon be paying additional tax! Is super still the best retirement vehicle for you?
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EOFY: Getting your SMSF in order
If you want to get your SMSF shipshape for 30 June, then get cracking now.
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Contribution cap increases: Issues to consider
With contribution caps set to increase, people need to weigh up their options before topping up their super before and/or after 30 June.
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Webinar: 2026 year-end superannuation tips and traps
Several superannuation changes take effect on 1 July this year, so ensuring you are in the best position to take advantage of these changes is essential. In this webinar we will highlight year-end strategies and procedures to achieve the best outcomes from your superannuation this year and prepare for the year ahead.
