Avoiding the SMSF Danger Zone
Peter Johnson highlights the complexities that arise from historical issues in SMSF trust deeds and provides practical strategies to address these challenges. […]
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.
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. […]
In this webinar, Emily Pritchard from Acis’ Legal Services team unveils the art of effective structuring. […]