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Key SMSF Developments

Published on 28 Oct 2011 | Took place at Leonda by the Yarra, Hawthorn, VIC

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.

Individual sessions

Revisionary pensions

Author(s):  Bryce FIGOT

This paper covers:

  • what the draft ruling is about
  • case study - Practical implications
  • how to make a beneficiary automatically entitled to a pension
  • other considerations.
Materials from this session: