Peter Johnson, current as of: 2 June 2020.
In this video, Peter Johnson, SMSF Services Director, covers the legislative changes from the last 6 months and the impact on your clients. Other topics include: stimulus packages and super modelling, investment strategies, SG amnesty, salary sacrifice and super guarantee, private rulings, and rental relief.
You can download the slides here and access the COVID-19 templates 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. […]