SMSF Online Updates - 16 Feb 2024 - single session

SMSF Online Update — SMSF discount policies for accounting, financial planning and auditing firms — Friday 16 Feb 2024, 12–1.30 pm (AEDT)

Bryce Figot, Special Counsel at DBA Lawyers will present the SMSF Online Update with a focus on issues relating to SMSF discount policies for accounting, financial planning and auditing firms. Bryce’s presentation will include:

• The key changes in ATO position since 1 July 2023
• Why FY2024 is different to all prior financial years
• What documentation you must have on file (and more) to avoid non-arm’s length income
• Where we are with legislative changes to non-arm’s length income
• And much more (including the latest on the new ‘$3M+’ Division 296 Tax)

Presenter