Articles by
Garth McNally
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Can I live or stay in my SMSF property?
Direct property investing is popular with SMSFs, but do you know the rules around staying or living in your SMSF owned property? What about the rules when you retire?
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Navigating having an SMSF plus an industry or retail fund
Are you a member of both an SMSF and an industry or retail super fund? Think about these issues to get the best outcome from both funds.
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How to benchmark your SMSF returns
Have you ever wanted to compare your SMSFs investment performance against other types of funds or markets, then this article will show you how.
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How to deal with lost paperwork in your SMSF
What SMSF trustees need to consider when important fund documentation is misplaced.
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Preparing for the annual meeting with your SMSF’s accountant
If you use an accountant to prepare your SMSF’s end-of-year compliance tasks, having the right documentation on hand will save time and money.
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SMSFs and cryptocurrency investments
As crypto investments surge in popularity, the ATO has issued guidance for SMSF trustees keen to dip a toe in the virtual asset water.
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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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How to start a pension in your SMSF
There are decisions to make and steps to take before a fund member can start withdrawing retirement income from their super. Here’s what trustees need to know.
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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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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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Commuting an SMSF account-based pension
If you want to commute (roll back) some or part of a super pension, or combine multiple pensions, you need to follow strict rules.
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Exempt current pension income (ECPI) explained for SMSFs
Understanding the rules around ECPI can help reduce tax and save costs when fund members move into retirement phase.
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How to avoid getting caught in the in-house asset trap
Falling foul of the in-house asset rules can be a costly mistake for SMSFs and continues to be a tricky area for trustees.
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Can my SMSF loan money to me or my business?
Loans made by your SMSF are the exception, not the rule, and getting it wrong can be costly.
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Election outcomes for your SMSF
Now that the 2025 election is decided, which super policies will be enacted and what is now off the table as a result?
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How SMSFs segregate assets in retirement
In some circumstances it can make sense to allocate assets to particular fund members. We explain the how and the why.
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SMSF investing in private companies: Key rules to know
Investing in unlisted or private companies is perfectly legitimate for SMSFs, but there are strict rules around how it’s done.
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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.
