SG Events

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.

Tuesday 21st May 12:30pm - 1:30pm AEST

Tuesday 18th June 12:30pm - 1:30pm AEST

Webinar - Don't neglect your SMSF documentation needs

Webinar - Insurance, Transfer Balance Caps & Div 296

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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