Estate planning Succession

Critical new SMSF strategies and updates

Source: Victoria

Published Date: 18 Apr 2013

 

Sorry, this content is for members only.

To get access to this and 25,000 other premium articles, books, videos and webinars sign up toour members program.

Already a Member? Login Now

Already a Member? Login Now

The past year has heralded the introduction of important changes that impact on all SMSFs. This paper covers pre-30 June planning tips, a general SMSF/super update and important strategies, including:

  • claiming super deductions in passive trusts and companies — the mistakes that many practitioners make and how to properly claim in time for 30 June
  • recent changes from the last 12 months and the actions you must take for your clients this 30 June
  • SMSF borrowings and insurance — critical (but often overlooked) structuring of insurance policies.

Individual Session

Critical new SMSF strategies and updates

Author(s): Bryce Figot

Details

  • Published By: Bryce Figot
  • Published On:18 Apr 2013
  • Took place at:Leonda by the Yarra, Melbourne

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.

Tags

Estate planning Succession 2013

Share this page