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October Breakfast Club 2012

Published on 25 Oct 2012 | Took place at Leonda by the Yarra , VIC

    The last few months have seen a number of important changes that impact on all SMSFs. This seminar examined the key changes and what opportunities and traps they present, including:
    ,
  • low or nil interest related party loans
  • new requirements to report at market value
  • new rules on excess contributions tax and critical timeframes
  • new succession planning strategy.

Individual sessions

SMSFs - Critical new strategies and updates

Author(s):  Bryce FIGOT

The last few months have seen a number of important changes that impact on all SMSFs. This paper examines the key changes and what opportunities and traps they present, including:

  • low or nil interest related party loans
  • new requirements to report at market value
  • new rules on excess contributions tax and critical timeframes
  • new succession planning strategy.
Materials from this session: