- Presentations
- Regulators, Setup and management, Wind up
National Conference 2025
Join Neal and Victoria, to learn how SMSF professionals can proactively navigate complex ATO compliance issues. Discover when trustees should make voluntary disclosures, how early action can significantly reduce penalties, and the clear steps involved in the reporting process. Gain insights from real-life case studies that show what works and what to avoid, ensuring you’re equipped to guide your clients successfully.
The session also covers the ATO’s strict approach to trustee disqualification, why trustees are disqualified, the consequences, and how to prevent or dispute disqualification. Learn practical strategies for managing SMSFs post-disqualification and protecting your clients from unnecessary risks.
By watching this session, you will be able to:
- Understand when and why SMSF trustees should make proactive voluntary disclosures for compliance breaches, and the key benefits of early action in mitigating penalties.
- Learn about the ATO’s strict approach to trustee disqualification, including key triggers, consequences, and how to prevent or dispute disqualification.
- Gain practical insights from real-life case studies and develop effective strategies for managing SMSFs dealing with voluntary disclosure and trustee disqualification.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association