It seems that all investment structures are being attacked by Government and Revenue Authorities these days. SMSFs with restrictions on contributions and pensions, additional taxes and the non-arm’s length income rules while trusts and companies are targeted with Division 7A and other measures.
This session will examine the benefits and limitations of each investment vehicle. This will include identifying opportunities, assessing risks, and understanding how alternative structures can complement each other for wealth creation, tax optimisation, and intergenerational planning.
Presenter
Phil Broderick, Principal
Phil heads Sladen Legal’s superannuation and state taxes teams. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.
View Phil’s full profile here
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