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Strategies & investment structures for purchasing Business Real Property
ATO rulings on business real property and structuring and documenting limited recourse borrowing Read more
SMSF estate & succession planning strategies
This set of presentations and papers discusses SMSF as an estate planning vehicle, main issues in estate planning using super, super death benefits planning issues and tax, BDBN, financial EPA, estate proceeds trusts and passing control. Read more
Concessional & non- concessional contribution limits
New contribution acceptance rules for SMSFs, strategies to avoid the new contribution rules and dealing with excess contributions. Read more
Treatment of SMSFs paying pensions & lump sums
Presentation on pension and lump-sum administration and strategies by Mark Wilkinson, Director, Deloitte. Read more