In episode 25 of our Feeling Smarter videos, Aaron and Tim whilst travelling with the SMSF day events, delve into the often-complex world of estate and succession planning within the realm of SMSFs. These events sparked a myriad of discussions, underscoring the vital need for strategic planning and the nuanced considerations that come with…
The recent unanimous decision by the High Court in Hill v Zuda [2022] HCA 21 confirmed that regulation 6.17A of the SIS Regulations 1994 does not apply to SMSFs. In this webinar conducted by Smarter SMSF on 28 June 2022, Aaron Dunn is joined by Chris Hill, lawyer and founder of Inherit Australia discuss…
UPCOMING WEBINAR Join us for a free webinar to explore implications of this decision with barrister, Bill Orow and lawyer, Chris Hill on Tuesday, 5 May 2020 at 11:00am AEST The case of Marsella -v- Wareham (Marsella) was handed down by the Full Court of the Supreme Court of Victoria on 20 April last.…
The Australian Taxation Office (ATO) has recently provided updated guidance on their website regarding the cashing requirements as a reversionary pension from a death benefit. In particular, this update provides some ‘concession’ for beneficiaries where for some reason the minimum pension is failed during an income year. Where the minimum pension has not been met…
The recent case of Dawson v. Dawson once again shed light on the importance of following procedure in the event of a member’s death. Similar to the decision in Ioppolo’s case, we saw that the trustee was able to demonstrate continued compliance with the definition of a SMSF within a six month time period without…
