SMSF Update | November 2024
This session provides a comprehensive overview of key updates from the superannuation sector over the past six months, along with practical strategies to effectively support your clients. […]
Emily Pritchard, current as of: 1 April 2020.
In this video, Emily Pritchard, Legal & Client Services Director, discusses the fundamentals of trusts including family law, land tax legislation in various jurisdictions and how to meet the banks’ expectations.
Download the slides here.
This session provides a comprehensive overview of key updates from the superannuation sector over the past six months, along with practical strategies to effectively support your clients. […]
Advisors value corporate trustees over individual ones, but clients are often deterred by higher setup costs. To help advisors, we’ve compiled key reasons for choosing a corporate trustee. […]
The ATO’s increased focus on market valuations, asset titles, contributions, and other key areas makes it essential to stay up to date with the latest regulatory requirements. […]