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  2011

Key SMSF Developments

Source: Victoria

Published Date: 28 Oct 2011

 
There have been significant changes in the SMSF field in recent months, with the release of SMSFR 2011/D1 and TR 2011/D3.

These impact on SMSF borrowings and pensions (including and succession planning). This event focused on:

  • what the recent draft ruling on SMSF borrowings means for advisers and key actions that must be taken
  • strategic tips to add value for SMSF clients looking to borrow in light of the ruling
  • the most common SMSF borrowing mistakes - and how to avoid them!
  • how the controversial draft pensions ruling impacts SMSFs and how advisers can use it to assist clients
  • what succession plans need to be reviewed in light of the draft pension ruling and what it means for reversionary pensions.

Revisionary pensions

Author(s): Bryce Figot
Materials from this session:

Details

  • Published On:28 Oct 2011
  • Took place at:Leonda by the Yarra, Hawthorn

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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