SuperGuardian Pty Ltd

As always, SuperGuardian had a terrific time partnering with the SMSF Association at the annual National Conference, this year held in Melbourne, Feb 19 – 21, 2025. We would like to thank all who dropped by to say hi to our team, find out what the latest buzz is at SG (hive) and pick themselves up a South Aussie Beerenberg honey jar to take home.   We were extra buzzed this year to introduce hive - the collaborative space connecting adviser, administrator and client with facts, tools and support to make informed decisions to maximise wealth creation. If you ran out of time to see a demo of hive in action, don’t fret, you can still request a demonstration of the platform through the SuperGuardian page here, just select "hive demo" in the drop down menu: https://lnkd.in/gG83miit   Please enjoy some happy snaps of the successful event, we were thrilled to join and look forward to next time!   #superguardian #hive #NC2025

As always, SuperGuardian had a terrific time partnering with the SMSF Association at the annual National Conference, this year held in Melbourne, Feb 19 – 21, 2025. We would like to thank all who dropped by to say hi to our team, find out what the latest buzz is at SG (hive) and pick themselves up a South Aussie Beerenberg honey jar to take home.   We were extra buzzed this year to introduce hive - the collaborative space connecting adviser, administrator and client with facts, tools and support to make informed decisions to maximise wealth creation. If you ran out of time to see a demo of hive in action, don’t fret, you can still request a demonstration of the platform through the SuperGuardian page here, just select "hive demo" in the drop down menu: https://lnkd.in/gG83miit   Please enjoy some happy snaps of the successful event, we were thrilled to join and look forward to next time!   #superguardian #hive #NC2025

We are excited to start our search to expand our team, currently on the look out for a Team Assistant! SuperGuardian is a privately owned Chartered Accounting firm with a head office based in Adelaide, South Australia. With over twenty years of experience, we provide a premium administration, taxation, and compliance service to trustees of self-managed super funds (SMSFs). Our mission is to make SMSFs simple to manage and easy to administer, allowing more people to enjoy the benefits of self-managed superannuation without the administrative burden. We combine the latest web-based technology with a high level of personal service to deliver a premium SMSF administration service that represents value for money. If you want to be well regarded for your contribution and have a career path where the opportunity to advance is significant, apply now! https://lnkd.in/eWbqasMF #SuperGuardian #smsf #administration #careers

Register for our FREE monthly SuperGuardian educational webinars! We are pleased to invite you to our March webinar, "How indexation impacts strategic considerations" - and don't forget, you earn a CPD certificate by tuning in. Since the introduction of the transfer balance cap we have seen the general cap be indexed on two occasions with an expectation that it will again be indexed to $2m from 1 July 2025. When the general cap indexes it creates opportunities linked to both contribution and pension strategies, but past activities can lead to complexities and potential errors that are best avoided. In this webinar, Tim Miller from Smarter SMSF will explore the impact of indexation on an individual's personal transfer balance cap when they are in the retirement phase and also how it can impact various contribution strategies such as the bring-forward contribution strategy. He will also explore how the transfer balance cap interacts with other indexation considerations as well as the traps of ill-informed strategies. Learning Outcomes At the end of this webinar, participants will have, amongst other things, an appreciation for:   - How personal transfer balance caps are indexed - How the general transfer balance cap can impact existing bring-forward contribution strategies - The ramifications of getting it wrong in relation to the transfer balance cap - Other indexation considerations beyond the general transfer balance cap Register for FREE here and earn CPD by joining the "How indexation impacts strategic considerations" webinar. To register, please follow the below link: https://lnkd.in/g-Bqq3iu #superguardian #smartersmsf #education #smsf

We are thrilled to partner again with SMSF Association for the National Conference in Melbourne, Feb 19 – 21, 2025!   If you have not yet dropped by to say hi to our team, hear what the buzz is at SG and pick up a South Aussie Beerenberg honey jar, then you still have time. Head to Booth 60 today and we would love to have a chat.   #superguardian #NC2025

Deciding who can assist you to manage your Self-Managed Super Fund (SMSF) is crucial for your financial future.   Here are our top 3 reasons why you should consider a specialist SMSF Administrator.   - Specialised Expertise – Focused solely on SMSFs, having a deep, specialized knowledge about SMSF laws, regulations, and compliance requirements.   - SMSF Reporting – Keeps you updated, providing clear insights into your super’s performance and progress toward retirement goals.   - Competitive Fees – Predictable and transparent pricing.   Let us help take the complexity out of managing your SMSF!   Find out more (https://lnkd.in/gidnC-Wh) or get started with SuperGuardian (https://lnkd.in/g-ncpn4A)   #SMSF #SuperFund #Compliance #RetirementGoals #Superannuation #Accounting

We are more than a team; we are a family at SuperGuardian Pty Ltd and our staff’s longevity with us makes that evident.   SuperGuardian are proud and appreciative to be able to celebrate milestones for a couple of staff members this week. We must acknowledge their dedication, diligence, and expertise over the years as they have supported clients and lead SG teams to exceptional standards.   Join us to honour Eugene Gapac and Rachel Button, both celebrating their 15-year anniversary with us at SuperGuardian!   Eugene and Rachel, we thank you. Here's to many more years of shared achievements, growth, and success.   #SuperGuardian #Teamwork #WorkAnniversary #ThankYou

We are proud to announce that SuperGuardian has achieved ISO 27001 certification, demonstrating our commitment to the highest standards of information security management. ISO 27001 is a globally recognised standard of policies and procedures focused on the protection of a business’s information technology systems. #ISO27001 #DataSecurity #InformationSecurity #Accreditation #CyberSecurity #Compliance #DataProtection #BusinessExcellence

Register for our FREE monthly SuperGuardian educational webinars! We are pleased to invite you to our February webinar, "Market Valuations and SMSFs" - and don't forget, you earn a CPD certificate by tuning in.   Valuing the assets within an SMSF for Financial Statement purposes has been a regulatory requirement since 2012/13, however, valuations have long been required for many other purposes and the ATO are certainly paying more attention to this matter and so should you.    In this webinar, Tim Miller from Smarter SMSF will work through all the key valuation considerations that need to be communicated to SMSF trustees and will provide some guidance on what is and isn't acceptable from both an audit and ATO perspective. Whether it is related party transactions, pension commencements or paying other benefits, valuations or a lack thereof can become both a tax and compliance issue for a fund.    Learning Outcomes At the end of this webinar, participants will have, amongst other things, an appreciation for: - Why market valuations are so crucial for related party transactions. - The various reporting and tax consequences that rely on market valuations when paying benefits to members. - The ATO guidelines for market valuations. - What consequences can occur for those that don't operate at market value. Register for FREE here and earn CPD by joining the "Market Valuations and SMSFs " webinar. To register, please follow the below link: https://lnkd.in/gJgPMwP9 #superguardian #smartersmsf #education #smsf

We are thrilled to once again be a proud sponsor of the SMSF Association Conference in Melbourne, taking place from 19–21 February 2025! Come visit our team and find out what’s generating a buzz at SuperGuardian this year. #superguardian #NC2025