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Key SMSF developments presentation

Published on 28 Oct 11 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • borrowing (SMSFR 2011/D1):
    • what SMSFR 2011/D1 means for advisers
    • key actions that must be taken
    • tips to add value for SMSF clients looking to borrow
    • most common SMSF borrowing mistakes
  • pensions and succession planning (TR 2011/D3):
    • how TR 2011/D3 impacts SMSFs
    • what succession plans need to be reviewed
    • what TR 2011/D3 means for reversionary pensions.

Author profile:

Bryce FIGOT
Bryce is a lawyer with DBA Butler Pty Ltd. Lawyers
Current at 11 March 2009
Click here to expand/collapse more articles by Bryce FIGOT.
 
Individual sessions

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