Weekly SMSF Video Series for Accountants and Financial Advisers

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Our weekly technical videos are created for accountants to assist their clients with self-managed super matters.

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Advisers Digest #61

In this video:

[Debit Loan For SMSF In Unrelated Trust] 

In this week's episode, a fund that has invested in an unrelated unit trust where their drawings are not exact and so they have ended up with a loan to/from the trust at the end of the year. Peter discuss whether this is allowed or whether this is merely just a trade creditor/trade debtor arrangement.

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2nd video: [Potential Scheme To Circumvent Acquisition From Member Rules] 

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