Articles by
Garth McNally
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SMSF pension strategy: Lump sum payments
With restrictions on the amount you can use to start a pension, understanding how you can then access these funds has become an even more important issue.
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Transition-to-retirement strategies
A TTR pension not only offers greater work-life balance, but it can also open up potentially beneficial strategies and opportunities.
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Webinar: Buying property in an SMSF
From the compliance requirements to the strategic opportunities, this webinar will also include an attendee Q&A Session.
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Non-arm’s length expenditure (NALE) rules for SMSFs
Don’t know your NALE from your NALI? Failure to attend to both can lead to some gnarly tax outcomes.
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Preservation age and transition-to-retirement pensions align
The stars have aligned for the preservation age and tax-free super payments, reigniting interest in TTR pensions.
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Director Identification Numbers: What is required for SMSFs
If you are planning to set up your own self-managed super fund with a corporate trustee, then you will need to add applying for a Director ID to your administrative to-do list.
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Webinar: Transition-to-retirement pensions: The BOOM is coming
With upcoming changes to both superannuation and tax laws, there is likely to be a huge uptake in the use of transition to retirement pensions.
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Webinar: SuperGuide members Q&A: June 2024
In this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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Webinar: 2024 year-end superannuation tips and traps
Year-end strategies and procedures to get the best outcomes from your superannuation before the end of the 2023-24 financial year.
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Getting ATO advice for your SMSF: Rulings and fund specific advice
If you’re unsure how the SMSF rules and regulations might apply to your fund, it’s worth going direct to the horse’s mouth – that is, the ATO.
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The $3 million super tax cap: What to consider with 1 year to go
If you have more than $3 million in super and are looking to reduce your balance and future tax, consider these issues first. Time is slipping away.
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How to boost your SMSF balance with contributions reserving
The increase in contribution caps from 1 July provides opportunities for SMSFs to potentially get up to $57,500 tax-deductible contributions into their super this financial year. Here’s how.
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Contribution cap increases: Issues to consider
With contribution caps set to increase on 1 July, people need to weigh up their options before making additional super contributions before and/or after June 30.
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Webinar: Strategies to split or share your super balance with your spouse
This webinar shows how you can move part of your superannuation balance to your spouses account and effectively maintain equal member super balances.
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SMSF investing in related trusts and companies: Key rules to know
Using your SMSF to invest in a related trust or company can be a sound financial move, but strict rules apply so read on before you act.
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Can you rollover an SMSF pension to another fund?
For various reasons, SMSF members may want to roll an existing pension into a new super fund, but the process is not as simple as it could be.
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Does my SMSF need to register for GST?
Most SMSFs don’t need to worry about GST, but it’s important to understand the rules in case your fund does need to register.
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Webinar: SuperGuide members Q&A: March 2024
In this webinar super expert Garth McNally will answer recent questions from SuperGuide members.
