Family SMSFs are superannuation funds with up to six members. With 90% of SMSFs now one and two member SMSFs, these great concessionally tax vehicles will die out with no succession planning.
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Family SMSFs are superannuation funds with up to six members. With 90% of SMSFs now one and two member SMSFs, these great concessionally tax vehicles will die out with no succession planning.
To date we have not trained on the use of testamentary trusts and in this session we will look at what works and what does not work in terms of testamentary trusts.
Michael Jeffries and Ash Jaremyn will take users through a SMSF Masterclass to ensure SMSFs are created efficiently and correctly on the new LYD2.0 platform.
Michael Jeffries and Ash Jaremyn will take users through a Trusts and Trustee Companies Masterclass to ensure trusts are created efficiently and correctly on the new LYD2.0.
SMSF Strategy in 2022 to 2025 I love SMSF strategy, as do thousands of accountants, financial planners, mortgage brokers and lawyers. There are now more than 12,000 professionals working in the SMSF space and it is estimated that fees are […]
Grant Abbott and Michael Jeffriess will look at each of the above documents and solutions on the LightYear Docs platform while Ben Gill will consider how much to charge and when.
The first one is tough, the second a bit easier and now by the thirtieth takes literally less than an hour for a super strong draft family wealth protection plan.
Over the past two months at Abbott & Mourly Lawyers we have had numerous accountants seeking our advice on what to do with requests by SMSF auditors for membership applications – some from twenty years ago. The SMSF auditors have […]
As a SMSF pioneer I get asked this question all the time and with the ATO new trust rulings it is a great time to lock this strategy in particularly the tax consequences and what compliance documents are needed to […]
Tim Munro, my fellow Director at the Succession, Asset Protection and Estate Planning Advisers Association (“SAPEPAA”) is riled up about the changes to the taxation of Trusts brought on by the Commissioner of Taxation. There are a number of important […]