Current as of: 17 March 2020.
The latest requirements for SMSF deeds and strategies to reduce and eliminate death benefit taxes. Topics include tax planning strategies, contribution splitting, recontribution strategies and separating concessionals from non-concessionals.
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. […]
Order BDBNs as part of SMSF and SMSF Upgrade orders. […]
For three days in September, the team kept their kits on to raise awareness and much needed funds for those experiencing homelessness. […]