Articles by
Garth McNally
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Legacy pension relief for SMSFs
Proposed changes to legacy pensions will make it much easier to switch to newer, more flexible products without some of the previous hurdles and restrictions.
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Webinar: Super strategies for 2025
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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SMSF multiple pensions: Benefits and strategies
Running multiple pensions from the one SMSF can be extremely beneficial. From tax planning to estate planning, there is a lot to consider!
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What are the lump sum withdrawal rules for SMSFs?
Do you know the difference between pension payments and lump sums? The process for taking a lump sum from your accumulation account or your pension account?
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Common errors SMSF trustees make with their annual returns
If you want to stay on the right side of the ATO and avoid costly penalties, it pays to review its list of common mistakes made by SMSFs when lodging their annual return.
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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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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
Need ATO guidance on your SMSF? Find out how to get private rulings and fund-specific advice direct from the Australian Taxation Office.
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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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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.
