Articles by

Garth McNally

Garth has worked in the Australian Superannuation industry for over 20 years with a specific focus on self-managed super funds. He provides ongoing support and training to individuals as well as to professionals working in the superannuation area, including advisers, accountants and lawyers. He is a regular contributor to industry publications and to the leading professional bodies including Chartered Accountants Australia & New Zealand (CA ANZ).

Webinar: The proposed new $3 million super changes: What you need to know

We take a look at the proposed new tax regime for super fund members with balances above $3 million, how it will work, when it may come into play, and what you should be considering now.
Webinar: SuperGuide members Q&A: March 2023

In this webinar super expert Garth McNally answers recent questions from SuperGuide members.
SMSF death benefits: Who are my dependents and why does it matter?

When it comes to validity for death benefit nominations, the best place to start is with the rules around ‘dependents’.
Webinar: Starting an account-based pension

How do you start an Account-Based Pension in an APRA-regulated fund? What about your own SMSF? This webinar will walk through the key steps and give you key tips and traps to get the best outcomes for you and your family.
Webinar: Estate planning considerations for SMSF members

The key issues to consider around death benefits, SMSF control and tax outcomes. What you can do and how to plan in advance.
Webinar: SuperGuide members Q&A: December 2022

In this webinar super expert Garth McNally answers recent questions from SuperGuide members and reviews some of the more interesting and frequently asked questions that have been sent in over 2022.
Webinar: Insurance inside super: Is it time for a change?

The pros and cons of holding insurance in your super fund. A look at the requirements and the alternatives.
Webinar: Downsizer super contributions

Garth McNally details what you need to know to get the best outcomes with Downsizer contributions, including how the eligibility rules work, plus timing, Centrelink and strategy considerations.
Webinar: SMSFs and borrowing: Tips and traps

Garth McNally discusses the issues you need to consider when borrowing through your SMSF.
Webinar: SuperGuide members Q&A: September 2022

Super expert Garth McNally answers recent questions from SuperGuide members.
Webinar: SMSF investment strategy

Garth McNally details what you need to have in place to meet your trustee obligations.
Webinar: SuperGuide members Q&A: June 2022

July 2022 brings more changes to the super rules. Super expert Garth McNally answers the most common questions from SuperGuide members about these changes.
Losing capacity: The issues for SMSF trustees and what you need to do

None of us likes to think about losing mental capacity, but failure to plan for the possibility can have a major impact on the running of your SMSF and its other members.
What work can I do for my SMSF and can I be paid?

There are strict rules governing paid work you can and can’t do for your SMSF. Getting it wrong can be costly.