Regular legislative changes offer a challenge to practitioners to ensure the continued compliance with legislation, the tax effectiveness and flexibility of existing arrangements for clients. The Simpler Super regime has been in effect since 1 July 2007, and several other important changes have come through since then. The main change is the ability for Superannuation Funds to borrow money to invest.
This event focused on these new borrowing changes, as well as outlined a range of other issues and tips and traps that are relevant for Practitioners who advise clients on Superannuation matters, particularly with respect to SMSFs.
This seminar was intended for tax practitioners, accountants, lawyers, financial planners, superannuation administrators and superannuation planners who have SMSF clients.