It seems that all investment structures are being attacked by Government and Revenue Authorities these days.

As the SMSF system matures we are seeing more and more disputes between members and trustees. Disputes can involve members wanting to exit, decisions around investments, death benefit disputes and one of the member/trustees going rogue.

In this session, Phil Broderick will explore control of an SMSF and why it is so important.

Our State Taxes team will examine various key aspects of the land tax regime in Victoria and provide both tips for navigating the regime and highlight common traps.

In this free webinar hear Sladen Legal’s tax and superannuation team discuss and distil the key announcements the morning after the 2023-2024 Federal Budget is released.

This session will examine a number of recent cases on challenges to death benefit decisions.

The non-arm’s length expenditure (NALE) changes to the non-arm’s length income (NALI) rules have been a controversial topic in the last few years. While we now have the ATO’s final ruling on the new measures (LCR 2021/2), there are still many uncertainties with the operation and scope of the new rules.

While the super guarantee regime has always granted the ATO with enforcement powers, recent changes to regime have increased the penalty regime significantly. On top of that, post the super guarantee amnesty, the ATO’s enforcement of the regime and issue of penalties has gone into overdrive.

The legislation for the controversial windfall gains tax (WGT) has now been released. In this session, our State Taxes and Property teams will examine the application of the regime from both a tax and commercial point of view.

Real estate is a commonly held asset in SMSFs. In this presentation, Phil Broderick will discuss various issues that must be considered with SMSFs buying, holding and disposing of real estate.

In this session, Phil Broderick will examine a number of current and topical issues in relation to limited recourse borrowing arrangements.