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Whether it’s catching up on the latest changes to the SMSF environment, or refreshing your memory on those issues that only arise every so often we’ve got your SMSF professional development needs covered.
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Whether it is catching up on the latest changes to the SMSF environment, or refreshing your memory on those issues that only arise every so often we’ve got your SMSF professional development needs covered.
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We have compiled a library of fact sheets relating to various aspects of SMSF admin and compliance.
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We are excited to provide you with regular technical webinars on specific topics relating to SMSFs. To be notified on upcoming SG Events and to receive invitations to future SG Webinars, please click “Notify Me”.
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SMSF trustees have a minimum annual requirement to review the fund’s investment strategy and whilst no such regulatory requirement exists for reviewing the fund’s succession plan, it is just as critical. Having an appreciation for what the SMSF trustee structure might look like when a member passes away is just as important and having clear and concise instructions from the members as to how they want their benefits to be paid.
A number of recent Court cases have highlighted that dealing with related parties can be both convenient and yet complex at the same time, as Fund Auditors and indeed the Regulator look beyond the transaction itself to determine whether its purpose and application satisfy the various superannuation investment restrictions. At their very core, SMSF related party transactions will need to pass more than one regulatory provision and often that number is 3 or more once you factor taxation.
AFSL 485643
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