Articles by
Garth McNally
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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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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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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.
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Choosing an appropriate SMSF auditor
When choosing an auditor for your SMSF, the cheapest and/or quickest is not necessarily the best for the job. Here’s what to look for.
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Webinar: Division 296: The new tax on your super savings is now law!
The Australian Government recently passed new legislation to levy additional tax on Superannuation retirement savings starting July 1, 2026. During this webinar, we will break down how Division 296 works, who is affected now and who may be caught in the future. We will also highlight the practical steps you can take to navigate the changes and…
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How to prepare for an SMSF auditor and fill in your SMSF tax return
Even if you outsource most of the boring SMSF admin, there are two annual tasks trustees can’t avoid.
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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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Webinar: SuperGuide members Q&A: March 2026
In this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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Where are we now? Pending and recent superannuation changes
Sometimes it seems the super rules are in a constant state of flux, but for some measures the pace of change can be glacially slow.
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Transfer Balance Cap indexation: Opportunities for SMSF members?
The transfer balance cap is set to increase from 1 July 2026, creating opportunities to maximise your retirement income.
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Small APRA funds: What are they and why would I need one?
Small APRA funds are often overlooked, but they offer valuable benefits if you want more control of your super investments without the trustee responsibilities.
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What you need to know about six-member SMSFs
Take up of 6-member funds is small but growing due to the unique opportunities they can offer.
