Peter Johnson, current as of: 3 December 2020.
In this video, Peter Johnson, SMSF Services Director, cover budget changes, legislative changes, rulings, announcements and helpful case studies. Topics covered include: Age based limits, market linked pensions, auditor Independence, TRIS and 6 member funds.
You can download the slides here.
Recent legislative and industry updates have introduced significant changes, including increased duty and extended vesting dates for trusts, broader electronic signing capabilities for companies, and additional guidance on the classification of discretionary trusts as foreign entities. […]
Peter Johnson highlights the complexities that arise from historical issues in SMSF trust deeds and provides practical strategies to address these challenges. […]
The technical and practical issues arising from TD 2022/11 were unpacked with Brian Richards, a highly regarded and sought-after tax advisor. […]