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The SuperGuide newsletter contains all the latest information, Q&As, tips and
strategies about superannuation and retirement planning.

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  • July 2025 SMSF newsletter

    July 2025 SMSF newsletter

    SMSFs: How to start a pension, Commuting an SMSF account-based pension, What SMSF trustees need to know about exempt current pension income (ECPI), What strategies can I consider to reduce tax on a super pension paid from my SMSF?, SMSF reporting and record-keeping requirements

  • June 2025 SMSF newsletter

    June 2025 SMSF newsletter

    Election outcomes for your SMSF, Can my SMSF loan money to me or my business?, How to avoid getting caught in the in-house asset trap, How to boost your SMSF’s immunity to cybersecurity threats, SMSF investors: How to avoid getting scammed

  • May 2025 SMSF newsletter

    May 2025 SMSF newsletter

    EOFY: Getting your SMSF in order, SMSFs: Investing in private companies, Property development in your SMSF: What to consider, Managing capital gains tax in your SMSF, SMSFs: Segregating assets in retirement phase

  • April 2025 SMSF newsletter

    April 2025 SMSF newsletter

    SMSF returns are competitive with large funds, Which asset classes are popular with SMSFs?, SMSF property investment rules, How to buy a commercial property and lease it through your SMSF, SMSF property loan paid off? What next?

  • March 2025 SMSF newsletter

    March 2025 SMSF newsletter

    Transfer Balance Cap indexation: Opportunities for SMSF members?, How to invest in infrastructure through an SMSF, Do SMSFs rely too heavily on bank shares for dividend income?, SMSFs reserves: What are the rules?, What happens to my TTR when I turn 65?

  • February 2025 SMSF newsletter

    February 2025 SMSF newsletter

    Writing your SMSF investment strategy (including templates), The role of cash and bonds in your portfolio and what’s available, What happens if I don’t pay the minimum pension from my SMSF?, What are the penalties for SMSF non-compliance?, Can my SMSF invest in gold?

  • January 2025 SMSF newsletter

    January 2025 SMSF newsletter

    2024 year in review, 2025 year in preview, 5 new year’s resolutions for your SMSF, Where are we now? Pending and recent superannuation changes, SMSFs and insurance: Rules and considerations, Currency hedging for SMSFs

  • December 2024 SMSF newsletter

    December 2024 SMSF newsletter

    Your SMSF calendar for 2025, What are the setup and running costs for an SMSF?, What is the sole purpose test, and how does it work?, Real DIY super: How to keep SMSF costs super low, Platforms and wraps: Benefits and downsides

  • November 2024 SMSF newsletter

    November 2024 SMSF newsletter

    Can you be your own SMSF accountant?, How do SMSFs invest?, SMSFs: What are the lump sum withdrawal rules?, SMSFs: Legacy pension relief at long last, SMSFs: Running multiple pensions for the one member

  • October 2024 SMSF newsletter

    October 2024 SMSF newsletter

    SMSF investment: 20 most popular Australian shares, SMSF investment: 20 most popular ETFs, SMSF investment: 20 most popular international shares, SMSF investment: 20 most popular managed funds, SMSF investment: 20 most popular LICs/LITs, SMSF insights 2024: Div 296, Superstream, ETFs and more, TBAR: Transfer balance account reporting for SMSFs, Common errors SMSF trustees make with…

  • September 2024 SMSF newsletter

    September 2024 SMSF newsletter

    An insight into SMSF trust deeds, How to record SMSF minutes, Transition to retirement Q&As: Part 2, What happens if I don’t pay the minimum pension from my SMSF?, SMSF pension strategy: Lump sum payments

  • August 2024 SMSF newsletter

    August 2024 SMSF newsletter

    How to invest according to your values and address climate risk in your SMSF portfolio, SMSF statistics: 1.1 million members with $869 billion in super, What type of people have SMSFs?, Transition to retirement strategies, Transition to retirement: Q&A part 1

  • July 2024 SMSF newsletter

    July 2024 SMSF newsletter

    Preservation age and transition-to-retirement pensions align, Can I live in my SMSF property?, What does SuperStream mean for my SMSF, Director Identification Numbers: What is required for SMSFs, How to wind up an SMSF

  • June 2024 SMSF newsletter

    June 2024 SMSF newsletter

    EOFY: Getting your SMSF in order, What is a self-managed super fund (SMSF)?, SMSF setup guide: 9 steps you need to follow, SMSF audits: Fees and guidelines, SMSFs: What is an actuarial certificate, and how much do they cost?

  • May 2024 SMSF newsletter

    May 2024 SMSF newsletter

    The $3 million super tax cap: What to consider with 1 year to go, Getting ATO advice for your SMSF: Rulings and fund specific advice, How to boost your SMSF balance with contributions reserving, Multigenerational SMSFs: Benefits and pitfalls, How to add a new member to your SMSF

  • April 2024 SMSF newsletter

    April 2024 SMSF newsletter

    Contribution cap increases: Issues to consider, Running multiple SMSFs: What are the pros and cons?, Asset valuation guidelines for SMSFs, Franked dividends and franking credits for SMSFs, What laws do SMSFs need to adhere to?

  • March 2024 SMSF newsletter

    March 2024 SMSF newsletter

    Can you rollover an SMSF pension to another fund?, SMSFs: Investing in related trusts and companies, What is a core and satellite investment strategy?, SMSFs and financial advice: A matter of cost and trust, Estate planning and SMSFs: What it is and why it matters

  • February 2024 SMSF newsletter

    February 2024 SMSF newsletter

    Passive versus active: Which investment style is best?, Top 5 mistakes SMSF trustees make with their annual returns, Does my SMSF need to register for GST?, SMSF investors: How to avoid getting scammed, In-specie transfers out of an SMSF