1 / 2

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

minh
Download Presentation

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

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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?

More Related