Webinar: Keeping Trust in Trusts
The industry has been inundated with guidance regarding trusts, raising the question: what steps can be taken to mitigate risk for trustees and advisors? […]
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.
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