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March 2025 SMSF newsletter

Transfer Balance Cap indexation: Opportunities for SMSF members?
The transfer balance cap is set to increase from 1 July 2026, creating opportunities to maximise your retirement income. Read more.
Transfer Balance Cap indexation: Opportunities for SMSF members?
The transfer balance cap is set to increase from 1 July 2026, creating opportunities to maximise your retirement income. Read more.
How to invest in infrastructure through an SMSF
Thanks to a growing list of specialist managed funds, SMSFs can invest like the pros in big infrastructure projects. Read more.
How to invest in infrastructure through an SMSF
Thanks to a growing list of specialist managed funds, SMSFs can invest like the pros in big infrastructure projects. Read more.
Do SMSFs rely too heavily on bank shares for dividend income?
Interest rates are finally on the way down, raising concerns about bank profits and dividend payments. Should SMSF investors be worried? Read more.
Do SMSFs rely too heavily on bank shares for dividend income?
Interest rates are finally on the way down, raising concerns about bank profits and dividend payments. Should SMSF investors be worried? Read more.
SMSFs reserves: What are the rules?
Reserves can be a useful tool for SMSF trustees, but the ATO takes a dim view of anything that looks like tax avoidance. Read more.
SMSFs reserves: What are the rules?
Reserves can be a useful tool for SMSF trustees, but the ATO takes a dim view of anything that looks like tax avoidance. Read more.
What happens to my TTR when I turn 65?
When you turn 65 a number of things happen to your transition to retirement pension – mostly good but there are traps to avoid. Read more.
What happens to my TTR when I turn 65?
When you turn 65 a number of things happen to your transition to retirement pension – mostly good but there are traps to avoid. Read more.

SuperGuide members Q&A: March 2025

Wednesday 19 March 2025 at 11:00 am AEDT

In this webinar super expert Garth McNally answers recent questions from SuperGuide members.

Find out more

IN CASE YOU MISSED IT: Watch our previous webinar, Estate planning and superannuation.

March 15

Tax planning: Consider the capital gains tax position of the fund. The end of the financial year might seem some time away but if you want to sell any lumpy assets to offset realised capital gains, now is a good time to start arranging these sales.

Learn more about managing capital gains in your SMSF portfolio.

Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.

SuperGuide is Australia’s leading superannuation and retirement planning website.

SuperGuide Pty Ltd ATF SuperGuide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.

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