Articles by
Garth McNally
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Webinar: Overseas super transfers: Issues and strategies
UpdatedDo 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
UpdatedLost 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
UpdatedIf 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
UpdatedIn this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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SMSFs and cryptocurrency investments
UpdatedAs 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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Webinar: The recontribution strategy: Opportunities and strategies to get the best outcomes
UpdatedThis webinar explains how the recontribution strategy works and the process required to maximise the tax effectiveness of your retirement savings.
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How to start a pension in your SMSF
UpdatedThere 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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Exempt current pension income (ECPI) explained for SMSFs
UpdatedUnderstanding 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
UpdatedFalling 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?
UpdatedLoans 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
UpdatedNow 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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Webinar: SuperGuide members Q&A: June 2025
UpdatedIn this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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How SMSFs segregate assets in retirement
UpdatedIn 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
UpdatedInvesting in unlisted or private companies is perfectly legitimate for SMSFs, but there are strict rules around how it’s done.
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Property development in an SMSF: What to consider
UpdatedWhile property development is allowed in an SMSF, the rules restrict what can be done and how.
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Divorce and superannuation: How it works
UpdatedSuper is an increasingly important marital asset and one that should not be overlooked when couples divorce.
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Webinar: 2025 year-end superannuation tips and traps
UpdatedYear-end strategies and procedures to get the best outcomes from your superannuation before the end of the 2024-25 financial year.
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SMSF property loan paid off? What next?
UpdatedAfter maximum loan terms were placed on LRBAs, many SMSFs are nearing the end of their loan and wondering about their options.
