SMSF Update July 2021

Peter Johnson, current as of: 16 July 2021.

In this video, Peter Johnson, SMSF Services Director, gives a comprehensive presentation around changes to the SMSF sector over the past 6 months, including Private Rulings and ATO publications.

Topics covered include changes to the general transfer balance cap, the introduction of personal transfer balance caps, age 67 contributions, 6 member funds, increases to the contributions caps, the latest on Auditor Independence and contributions, residency, and all the other changes from the budget.

You can download the slides here.