SuperGuide

Superannuation and retirement planning information

September 2023 SMSF newsletter

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. Read more.
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. Read more.
Which SMSF expenses are tax deductible?
The expenses associated with running your own super fund can add up, so it’s important to understand which expenses you can, and can’t, claim as a tax deduction. Read more.
Which SMSF expenses are tax deductible?
The expenses associated with running your own super fund can add up, so it’s important to understand which expenses you can, and can’t, claim as a tax deduction. Read more.
SMSFs: How to deal with lost paperwork
What SMSF trustees need to consider when important fund documentation is misplaced. Read more.
SMSFs: How to deal with lost paperwork
What SMSF trustees need to consider when important fund documentation is misplaced. Read more.
Diversification and your SMSF: Why and how to do it
Diversifying your portfolio is a key task when it comes to investing and it’s a vital one for your SMSF as it can reduce risk and smooth investment returns. Read more.
Diversification and your SMSF: Why and how to do it
Diversifying your portfolio is a key task when it comes to investing and it’s a vital one for your SMSF as it can reduce risk and smooth investment returns. Read more.
How lump sums can reduce your transfer balance account
If you are considering taking more than the minimum amount from your super pension account, the way you do it counts. Read more.
How lump sums can reduce your transfer balance account
If you are considering taking more than the minimum amount from your super pension account, the way you do it counts. Read more.
Q&A: How does a transition to retirement pension impact CGT on property assets?
I’ve got property assets in my SMSF. I was intending to allocate those property assets into my pension portfolio then sell them and re-use the liquidity in the pension phase… Read more.
Q&A: How does a transition to retirement pension impact CGT on property assets?
I’ve got property assets in my SMSF. I was intending to allocate those property assets into my pension portfolio then sell them and re-use the liquidity in the pension phase… Read more.

SuperGuide members Q&A: September 2023

Thursday 28 September 2023 at 11:00 am AEST

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

Find out more

September 15: Due date for payment of super contributions surcharge assessments that were issued by the ATO on 15 August.

September 30: SMSF trustees should start gathering information relevant for any transfer balance account (TBA) event that has occurred since 1 July 2023 or any other transfer balance account event that has occurred and not yet reported. These events will need to be included in the first quarters transfer balance account report (TBAR) which will be due on the 28th of October. Read more about the transfer balance account reporting for SMSFs.

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.