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.
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.