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SuperGuide newsletter archive

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

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  • January 2024 SMSF newsletter

    January 2024 SMSF newsletter

    2023 year in review, 2024 year in preview, The role of cash and bonds in your portfolio and what’s available, What are the key differences between SMSFs and public offer funds?, What are the SMSF residency requirements, ATO SMSF supervisory levy: Cost and guidelines

  • December 2023 SMSF newsletter

    December 2023 SMSF newsletter

    Your 2024 SMSF calendar, SMSFs and estate planning: Part 4, Small APRA funds: What are they and why would I need one?, SMSF investment rules: Collectables and personal use assets, SMSFs: Investment property tax deduction mistakes to avoid

  • November 2023 SMSF newsletter

    November 2023 SMSF newsletter

    SMSF investment: Most popular Australian shares, international shares, managed funds, ETFs, and LICs/LITs, How do ETFs compare to LICs/LITs and managed funds?, What you need to know about six-member SMSFs, SMSFs and estate planning: Part 3

  • October 2023 SMSF newsletter

    October 2023 SMSF newsletter

    Choosing an SMSF service provider, SMSF guide to currency hedging, SMSF loans: What are the SMSF borrowing rules?, SMSFs and estate planning: Part 2, Managing your SMSF through a recession

  • September 2023 SMSF newsletter

    September 2023 SMSF newsletter

    SMSFs and estate planning: Part 1, Which SMSF expenses are tax deductible?, SMSFs: How to deal with lost paperwork, Diversification and your SMSF: Why and how to do it, Super pensions vs lump sums: How they differ and why it matters

  • August 2023 SMSF newsletter

    August 2023 SMSF newsletter

    SMSFs: Getting ready for the annual meeting with your accountant, SMSFs: What advice can your accountant provide?, Writing your SMSF investment strategy (including templates), ETFs: How do I use them and what do they cost?

  • July 2023 SMSF newsletter

    July 2023 SMSF newsletter

    Property development in an SMSF: Recent ATO guidance, Commuting an SMSF account-based pension, SMSF returns are on par with large funds, Tax in SMSFs and regular super funds: How do they differ?, Non-arm’s length expenditure: NALE

  • June 2023 SMSF newsletter

    June 2023 SMSF newsletter

    SMSF property ownership: Trustee requirements and obligations, EOFY: Getting your SMSF in order, TBAR: Transfer balance account reporting for SMSFs, SMSFs: Minimum account-based pension payments, strategies and calculator

  • May 2023 SMSF newsletter

    May 2023 SMSF newsletter

    SMSFs and property: Business real property, SMSFs and non-arm’s-length income (NALI), SMSF statistics: 1.1 million members with $869 billion in super, SMSF investing: An adviser’s insight into mFunds

  • April 2023 SMSF newsletter

    April 2023 SMSF newsletter

    SMSF property ownership options and opportunities, Tax hike on super balances above $3 million: Is it time to rethink our retirement savings vehicles?, SMSFs and cryptocurrency investments, Which asset classes are popular with SMSFs?

  • March 2023 SMSF newsletter

    March 2023 SMSF newsletter

    Super tax breaks to be reduced for accounts with more than $3 million, SMSF death benefits: Who are my dependents and why does it matter?, Guide to SMSFs and insurance, SMSFs: How to start a pension, Transfer Balance Cap indexation: Opportunities for SMSF members?