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Critical new SMSF strategies and updates paper

Published on 18 Apr 13 by VICTORIAN DIVISION, THE TAX INSTITUTE

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.

Author profile:

Bryce Figot CTA
Bryce is a Director at leading SMSF law firm DBA Lawyers. He practices predominantly in taxation and superannuation law, particularly the law of SMSFs. He is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. He presents extensively to accountants, financial planners and lawyers Australia-wide. Bryce has worked with DBA Lawyers since 2003. He holds both a bachelor degree and a masters degree in law and is an accredited Specialist SMSF Advisor. Current at 10 December 2015 Click here to expand/collapse more articles by Bryce FIGOT.
 
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