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 #92

In this week's episode I will be covering the following questions. 

[When Will Interstate People Be Subject To The NSW Succession Laws?] 

The first question is regarding a question raised to me regarding under what circumstances are people outside of NSW subject to the NSW Succession Act when they die? It’s really important because the 

NSW Succession Act has serious implications around binding death benefit nominations, so we’ll talk about when the NSW Succession Act could apply to estates outside of New South Wales.


[What Are The Voting Rules For SMSF Trustees?] 

The second question is to do with an SMSF dispute where the accountant has asked what the rules are in the trust deed about voting. Where the trustees are in dispute about the valuation on an asset within the fund, is it the trust deed or is it the constitution of the company that details what you need to do. 

We’ll also look into what the common law actually says around voting for trustees as well.

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This week we will be revisiting Advisers Digest #13

In this video:

[New Client With Non Commercial LRBA] 

[A Super Fund Can Buy Shares In A Related Company] 

[Downsizer Contributions - Eligibility Requirements]

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[Can A BDBN Satisfy The Requirements Of A “Reversionary Pension”?]
[Does A Deposit Bond Comply With SIS?]

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