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Victorian Breakfast Club: Critical New SMSF Strategies and Updates

Published on 18 Apr 2013 | Took place at Leonda by the Yarra, Melbourne , VIC

    The past year has heralded the introduction of important changes that impact on all SMSFs. This seminar covered 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 sessions

Critical new SMSF strategies and updates

Author(s):  Bryce FIGOT

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.
Materials from this session: