Articles by
Garth McNally
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Webinar: Superannuation considerations for couples
This webinar will highlight some of the simple, yet effective ways that spouses can optimise their combined superannuation balances. We will show you how you can legally access your combined retirement savings earlier, ways to obtain ongoing tax benefits in your retirement and what you can do to manage upcoming legislative changes to the superannuation rules. During…
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Q&A: Can property sale proceeds go into super after retirement?
Retirees with substantial investments both in and out of super often wonder whether they should start a super pension or draw income from investments outside super first. We look at the pros and cons of both options.
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What are the SMSF residency requirements?
Proposed legislation will relax the residency rules for SMSF members, but until then it pays to understand the current rules before heading overseas for an extended stay.
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SMSF death benefits: Who are my dependents and why does it matter?
SMSF trustees must have a good understanding of who death benefits can be paid to and how these payments are taxed. Knowing who your ‘dependents’ are is therefore essential.
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Webinar: Super strategies for 2026
In this webinar we will explore and explain some of the more beneficial superannuation strategies that you should be considering in the next 12 months. We will cover super strategies for members of all types of superannuation funds, including industry funds, retail funds and SMSFs.
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Your SMSF calendar for 2026
Forewarned is forearmed, as they say, so why not download our 2026 SMSF calendar to ensure you don’t miss any crucial dates, deadlines or opportunities in the year ahead.
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Diversification and your SMSF: Why and how to do it
Diversifying your portfolio is a golden rule of investing and a vital task for your SMSF as it can help reduce risk and smooth investment returns.
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Webinar: SuperGuide members Q&A: December 2025
In this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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Losing capacity: The issues for SMSF trustees and what you need to do
Have you considered the risk to your SMSF if you were to lose mental capacity due to accident or ageing? These are the steps you can take now to address this risk.
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Webinar: The Epic Retirement Tick
Only six super funds have earned the Epic Retirement Tick – a new benchmark recognising funds that deliver strong support for members before, during and throughout retirement. Join Ian Fryer from Chant West as we unpack what the Tick measures, why it matters, and which funds truly deliver on their promise to support you for life after work.
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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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Webinar: Overseas super transfers: Issues and strategies
Do you have retirement savings in overseas pension or superannuation schemes that you want to transfer to Australia? Or are you looking to transfer your Australian superannuation benefits to a foreign fund? This webinar will take you through all the relevant rules and restrictions, and highlight the tax outcomes that you need to be aware of.
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How to deal with lost paperwork in your SMSF
Lost your SMSF trust deed, pension documents or financial records? Here’s what to do, and why a lost trust deed needs legal advice.
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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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Webinar: SuperGuide members Q&A: September 2025
In this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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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.
