February 8, 20180
There is a lot of confusion in the U.S. with regard to the proper U.S. tax treatment of Australian Superannuation. It’s exempt from U.S. tax under the treaty. Here’s why.
There is a lot of confusion in the U.S. with regard to the proper U.S. tax treatment of Australian Superannuation. It’s exempt from U.S. tax under the treaty. Here’s why.
Download a free white paper examining the recently-legislated superannuation changes (originally announced in the 2016 Federal Budget), known as ‘Fair and Sustainable Superannuation Reform Package. It is reported to be a package of some of the most significant changes to superannuation in decades.
Recent changes to the regulations governing SMSFs reflect the concerns of the ATO that SMSF trustees are not adequately managing the investments of their Funds. Now, not only is it a legal requirement to have an investment strategy but also the strategy must be reviewed and “given effect” on a regular basis.