Division 7A Estate planning Succession

SMSFs - Critical new strategies and updates

Source: Victoria

Published Date: 25 Oct 2012

 

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.

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Individual Session

SMSFs - Critical new strategies and updates

Author(s): Bryce Figot CTA

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Division 7A Estate planning Succession Superannuation 2012

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