Category Archive for "Uncategorized"

Transitional CGT Relief Black Hole Scenarios

March 23, 2017
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There appear to be some unintended outcomes which could eventuate if the wrong combination of actions are taken during the 2017 financial year. They hinge on the legislated criteria that a super fund must satisfy if it wishes to use…

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Business Real Property Fit-outs ~ where to draw the line

A strategy which is widely employed by self managed super funds is for the fund to acquire business real property and to then lease it back to a related party business.  Often part of this process will involve the fund…

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Changes ahead for SMSFs with public trading trust investments

Changes ahead for SMSFs with public trading trust investments

August 27, 2015
admin

In April this year draft legislation was released that will change the rules for public trading trusts.  This will have an impact on Self Managed Superannuation Funds (SMSFs) which have unit trust investments caught up in the regime.  It is…

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