SMSF Update – Your Ultimate 2020 Review and Forecast Slide Overview

Event Based Reporting Obligations for the transfer balance cap using TBAR

1. Succession planning – recent cases on BDBNs

2. Concessional and non-concessional contributions caps and the bring forward rules

3. Division 293 tax

4. TRISs

5. Recent changes including impact of COVID-19 on SMSFs

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