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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 special counsel at DBA Lawyers and is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 17 years and holds a Master of Laws from the University of Melbourne. Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, CPA Australia The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network. Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce wrote the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death, published by CCH Wolters Kluwer. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. He is a Senior Fellow at the University of Melbourne’s Law School, where he is the subject coordinator of Taxation of Superannuation. Bryce is a Specialist SMSF Advisor™ as well as being a Chartered Tax Adviser - Current at 03 February 2021
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