What the extension of the ATO s transitional compliance approach in PCG 2020/5 means for SMSF professionals. As we draw to the end of FY2022 it is important for advisers to be aware of the changes to
If the relationship between SMSF members falls apart, seeking to remove a member from the fund can prove difficult and expensive. Conditional membership can assist with an exit strategy. This is imp
SMSFs that invest in unit trusts must be very careful of any services that may be provided to a UT Trustee. Anything that goes beyond normal trust oversight and management could be seen as the provis