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Futuro Forum | Bowral 2012 David Moss – SMSF Pitfalls & war stories

Futuro Forum | Bowral 2012 David Moss – SMSF Pitfalls & war stories. SMSF pitfalls and war stories David Moss – Accountable Financial Group. SMSF’s : enemy or friend Excess contributions: wiggle room & who’s sued SMSF borrowing: who’s lending, creating legal docs

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Futuro Forum | Bowral 2012 David Moss – SMSF Pitfalls & war stories

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  1. Futuro Forum | Bowral 2012 David Moss – SMSF Pitfalls & war stories

  2. SMSF pitfalls and war stories David Moss – Accountable Financial Group • SMSF’s: enemy or friend • Excess contributions: wiggle room & who’s sued • SMSF borrowing: who’s lending, creating legal docs • No brainers: 60+ pensions, 55-65 re-contributions, using pensions to slice & dice super savings • ATO targets & impact: new SMSF’s, late SMSF tax lodgers, SMSF auditors • Accountants & referrals: same story, different day • Now what would you do?

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