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Latest SMSF Issues

Published on 25 Mar 2011 | Took place at Mercure Hotel, Geelong, VIC

The past year has been a dynamic period in the world of self-managed superannuation. In addition to legislative updates and the Cooper Review, the ATO has been actively considering the operation of superannuation funds and their regulatory environment.

This event considered the practical impact of the latest issues affecting SMSF trustees and their investments.

This event was part of the breakfast club series and was also run on the 24th March in Hawthorn.

Individual sessions

Latest SMSF issues

Author(s):  Rob JEREMIAH,  Claire MALONE

This paper covers:

  • self managed superannuation fund (SMSF) borrowing
  • death of a pensioner
  • pre-1999 unit trust investments
  • relationship breakdown
  • cashing of benefits.
Materials from this session: