Published on 25 Oct 12
by VICTORIAN DIVISION, THE TAX INSTITUTE
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.
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
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