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  2009

Practical Solutions for SMSF Non-Compliance

Source: Victoria

Published Date: 17 Jun 2009

 
This event was aimed at lawyers, financial planners, accountants and administrators of SMSFs who could benefit from gaining practical tips and insights into dealing with a breach or potential breach of superannuation law.

When faced with fund non-compliance, many advisers are unsure of what practical steps to take. This event was a workshop based around the following case studies of SMSF non-compliance scenarios:

  • inappropriate access to super money by members
  • in-house assets rising above 5%, due to falling asset prices
  • related party acquisitions in breach of s66 of the SIS Act
  • an ungeared unit trust triggering SIS Reg 13.22D
  • failure of the residency test by a fund.

Practical solutions for SMSF non-compliance

Author(s): Neil Howard , David Burrows
Materials from this session:

Details

  • Published On:17 Jun 2009
  • Took place at:RACV Club, Melbourne

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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