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SMSFs - Critical new strategies and updates presentation

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 presentation 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.

Author profile:

Bryce FIGOT
Bryce is a lawyer with DBA Butler Pty Ltd. Lawyers
Current at 11 March 2009 Current at 07 April 2009 Click here to expand/collapse more articles by Bryce FIGOT.
 

 

Individual sessions

Further details about this event:

 

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