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  Estate planning Succession Superannuation

Critical new SMSF strategies and updates

Source: Victoria

Published Date: 18 Apr 2013

 

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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(s)

Individual Session

Critical new SMSF strategies and updates

Author(s): Bryce Figot CTA
Materials from this session:

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Estate planning Succession Superannuation 2013

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