2019-09: Changing Face of SMSF

The Changing Face of SMSF looks at the latest technical and regulatory issues impacting self-managed super funds (to September 2019)

In this webinar Aaron will take you through:

• An update on Bills before Parliament, including the reintroduction of lapsed super measures, along with current Treasury consultation on proposed amendments for downsizer contributions;
• ATO updates including details on the ATO’s letters to trustees about meeting the diversification requirement within the fund’s investment strategy, in addition to guidance for reversionary pensions where the minimum pension has not been met in an income year, and changes to the SFLU status of a fund where the SMSF Annual Return is late;
• Case law and the impact of the recent decision in Dawson v Dawson.