Articles by
Garth McNally
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Common errors SMSF trustees make with their annual returns
UpdatedIf 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
UpdatedWith 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
UpdatedA 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
UpdatedFrom 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
UpdatedIf 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
UpdatedWith 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
UpdatedIn this webinar super expert Garth McNally answers recent questions from SuperGuide members.
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Webinar: 2024 year-end superannuation tips and traps
UpdatedYear-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
UpdatedNeed 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
UpdatedThe 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
UpdatedThis 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
UpdatedUsing 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?
UpdatedFor 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?
UpdatedMost 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
UpdatedIn this webinar super expert Garth McNally will answer recent questions from SuperGuide members.
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Webinar: Super strategies for your SMSF
UpdatedAre 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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In-specie transfers out of an SMSF
UpdatedThere 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 key differences between SMSFs and public offer funds?
UpdatedSMSFs 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.
