Articles by
Garth McNally
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In-specie transfers out of an SMSF
There are many reasons you may want to transfer an asset out of your super fund into your own name, but there are processes you need to follow.
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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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What are the key differences between SMSFs and public offer funds?
SMSFs are a popular option for people who want more control of their retirement savings, but it’s important to understand how they compare to large super funds.
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Webinar: Super strategies for your SMSF
Are you making the most of having an SMSF? In this webinar we will cover strategies only available to SMSFs, including access to certain investments, effective tax and estate planning, as well as the benefits of investing as a couple or family.
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SMSFs and estate planning: Issues to consider after the death of a SMSF member
In this article in our SMSF and Estate Planning series, we focus on key issues within your fund.
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Webinar: SuperGuide members Q&A: December 2023
In this webinar super expert Garth McNally will answer recent questions from SuperGuide members.
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SMSFs and estate planning: Key issues that SMSF trustees need to know
The third article in our SMSF and Estate Planning series focuses on estate planning issues trustees need to consider on the death of a fund member.
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SMSFs and estate planning: What fund members should consider and plan for
The second article in our four-part “SMSF and estate planning series” covers the key issues for trustees when it comes to estate planning within their self-managed fund.
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SMSF loans: What are the SMSF borrowing rules?
The ability to borrow to invest gives SMSF trustees additional flexibility when choosing investment assets, but it’s not open slather. Strict rules apply.
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Webinar: Transition-to-retirement pensions: Strategies and benefits
In this webinar, Garth will take you through the key benefits of using a transition to retirement pension; from tax planning to achieving better estate planning outcomes. This webinar is a must for all readers approaching or considering retirement.
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SMSFs and estate planning: An introduction
Ensuring your super is dealt with according to your wishes when you die is not only important for your beneficiaries, but for your fellow trustees and the fund itself.
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Webinar: SuperGuide members Q&A: September 2023
In this webinar super expert Garth McNally will answer recent questions from SuperGuide members.
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What advice can your accountant provide for your SMSF?
While many SMSF trustees turn to their accountant for assistance, they can only provide advice on some SMSF-related matters. To help SMSF trustees navigate this tricky area we’ve compiled a checklist to help you work out if your accountant is the right person to ask for help.
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Property development in an SMSF: Recent ATO guidance
If you are thinking about using your SMSF for a property development it pays to understand the ATO rules. Failure to do so could be costly.
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Webinar: An introduction to SMSFs
What you need to know about setting up and running a self managed super fund. We take you through the key issues that trustees face when managing their own super fund.
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SMSF property ownership: Trustee requirements and obligations
The third article in our SMSFs and Property series looks at the all-important compliance requirements and considerations for SMSFs that own direct property.
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Webinar: SuperGuide members Q&A: June 2023
In this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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SMSFs and non-arm’s-length income (NALI)
Non-arm’s length income is coming under increased scrutiny by the Tax Office and penalties can be steep, so it pays to understand how to stay on the right side of the law.
