SMSF Newsfeed
Our lawyers have recently prepared the following articles to assist our members:
- All SMSF members should have an enduring power of attorney
- Preserve the intended control of a company using successor directors
- Intensive subject on Tax of Superannuation via Melbourne University starts 26 April 2023
- The latest analysis on NALI/E – The SMSFAdviser Show – PODCAST
DBA NETWORK PTY LTD’S WEBINAR PROGRAM FOR 2023:
SMSF Online Update — 3 March 2023 — Critical new SMSF case on lost trust deeds; Members with $3m+; Pre-death withdrawals,
On Friday 3 March, Bryce Figot, Special Counsel will present an SMSF Online Update covering critical new changes including:
- Latest from the ATO on pre-death withdrawals – refer here for more: Webinar on pre-death withdrawals
- A critical case the Victorian Supreme Court handed down last week — it is the best guidance ever received regarding SMSFs with lost trust deeds. It also contains important lessons regarding when a professional is a director/trustee and when they can charge for their time
- What we know about the new $3M+ excess tax and what you can do now for clients to prepare
- Latest on the objective of superannuation legislation
- Much, much more!
Watch live or a recorded version. To register, click here – including for 10 x sessions at $100 each.
Recent webinars
To access webinars click here. Several recent prior recordings include:
- Discretionary trusts (DT) and foreign purchaser additional duty (FPAD) & foreign land tax surcharge
- The latest on BDBNs – Hill v Zuda
- SMSF succession planning
DBA LAWYERS PTY LTD:
Our lawyers regularly advise SMSFs and carry out rectification work on SMSF deeds with issues in prior documents. Several popular services we offer in this regard include:
- Admit a conditional member – this document suite imposes conditions on membership where the member agrees in advance to be rolled out or paid out of the fund if one of the conditions is invoked.
- Tenants in common agreement – this document suite records the rems and conditions of ownership where an SMSF owns an asset (eg, real estate) with another party (including a related or third party).
Have one of our SMSF lawyers present to your team/group via Zoom, eg best practice with BDBNs
We can provide training via Zoom (Australia wide) or in-house (Victoria) to your team/group and respond to your specific training needs and real client practical examples. We are often asked to present on complex client queries to develop in-house expertise within the firm. One topic that is proving popular is training in firms in best practice in preparing and managng BDBNs and reversionary pensions. For more information regarding in-house training contact us.