The recent AAT decision in the case of Bendel and Commissioner of Taxation  AATA 3074 is in stark contrast to the ATOs longstanding position that an unpaid present entitlement of a corporate beneficiary constitutes the ‘provision of financial accommodation’ by the company to the distributing trust. […]
Tax Planning for Death Benefits
Peter Johnson, current as of: 31 March 2020.
In this video, Peter Johnson, SMSF Services Director, covers the latest requirements for SMSF deeds and strategies to reduce and eliminate death benefit taxes.