SuperGuardian Pty Ltd

Our business is dedicated to safeguarding your data, with strong security measures implemented to protect your information. We also want to help you protect your own sensitive information and ensure your data stays safe from potential threats.   Here are a few simple yet effective things you can do to better protect your data.   #superguardian #datasecurity #ISO27001 #SOC2 #compliance

Another shining statement from another happy client! We understand every situation is different and some can be complex. But these complex situations are when our skilled CMs can showcase their knowledge and guide their clients with confidence. If you would like to speak with Client Manager, Dharshi Fernando, or one of our other skilled CMs, you can arrange a free consultation today: https://lnkd.in/gG83miit #superguardian #clientcentric #testimonial #SMSF

This week concluded the 10th anniversary of our SMSF day events around Australia. I'm very proud of the fact that we've been able to grow these events from an idea in the early days to help build the Smarter SMSF brand, to it now being a highly regarded SMSF industry event on the calendar. To my team Smarter SMSF, a big thank-you, an in particular Tim Miller who did an amazing job in putting together the content for these events around Australia. A huge shout out to our event partners, Act2 Solutions, ASF Audits, BGL Corporate Solutions, SuperGuardian Pty Ltd for their support once again. Being able to travel around Australia with industry colleagues and friends, certainly makes the travel much more enjoyable, so thanks to Andy O'Meagher, Steve Mills, Joshua Williams for the fun times across multiple states. This year we introduced a new case study family into the fold and the feedback from attendees has been nothing short of amazing regarding the value of the sessions and how well the day met their expectations - all sessions rated higher than 4.5 / 5.0. I especially loved this comment, "I have been to two of these days before and so I came with high expectations due to the high value I got from them. Yet still it was better than expected! Congratulations an outstanding day, informative, great value and entertaining. One of the best PD days I go to!" As we move towards an election, the only thing we know for sure is that super and SMSFs won't stand still - therefore, I look forward towards what might be installed for our SMSF Days in 2026!

Register for our FREE monthly SuperGuardian educational webinars!   We are pleased to invite you to our April webinar, "Interactive contribution strategies in an SMSF" - and don't forget, you earn a CPD certificate by tuning in.   SMSF trustees can accept contributions on behalf of fund members through all stages of their lifecycle from pre-adulthood to post retirement. Knowing what strategies are available to who at what stages is critical and keeping up to date with all the changes can be challenging.   In this webinar, Tim Miller from Smarter SMSF will use his contribution matrix to work through not just the strategies that are available through an SMSF but who the strategies are best suited to and what conditions need to be met to be eligible for the strategies available. The session will consider the trustee requirements with regards to accepting contributions as well as highlight the consequences when members and trustees get it wrong.   Learning Outcomes At the end of this webinar, participants will have an appreciation for:   - Identifying which strategies are suited for different members - Which strategies work well together to maximise member balances - The various nomination & lodgment requirements for different contribution strategies - The problems that can arise when clients get things wrong   Register for FREE here and earn CPD by joining the "Interactive contribution strategies in an SMSF " webinar. To register, please follow the below link: https://lnkd.in/gYtJEt8j   #superguardian #smartersmsf #education #smsf

At SuperGuardian, we pride ourselves on our client-centric service, so when we see feedback like we have from Mitchell Gallina, it fuels our passion and reinforces what we know. If you would like to speak with Cissy Liu, Senior Client Manager, or one of our other skilled CMs, you can arrange a free consultation today: https://lnkd.in/gG83miit #superguardian #clientcentric #testimonial #SMSF

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