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Whether it’s catching up on the latest changes to the SMSF environment, or refreshing your memory on those issues that only arise every so often we’ve got your SMSF professional development needs covered.
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Whether it is catching up on the latest changes to the SMSF environment, or refreshing your memory on those issues that only arise every so often we’ve got your SMSF professional development needs covered.
Fact Find
We have compiled a library of fact sheets relating to various aspects of SMSF admin and compliance.
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We are excited to provide you with regular technical webinars on specific topics relating to SMSFs. To be notified on upcoming SG Events and to receive invitations to future SG Webinars, please click “Notify Me”.
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If there’s a common denominator in most SMSF conflicts that end up in the Court system it’s usually the fund/member documentation, or lack thereof. Whether it’s missing documents, documents that are in direct conflict with each other, non-adherence to terms stipulated within certain documents or just meaningless documents, it’s an area that needs greater scrutiny and ongoing maintenance.
SMSF Trustees are required as part of their investment strategy to consider holding insurance for fund members. Insurance policies are a form of investment that many hopes will never be realised but when they are it’s important to know what impact they may have on fund members and/or their beneficiaries but also what impact they can have on a fund.
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