BEE-sieged by documentation

  • Presentations, Technical Resource
  • Setup and management
There is a growing level of importance being placed on documentation within a SMSF – with challenges of super death benefits, through to the increased expectations by the Regulators and fund auditors with fund compliance. As the SMSF sector continues to digitise, this can create a number of challenges for both trustees and practitioners trying to navigate the legislative landscape.
 
Through the use of the conference case study, we will help to dissect many of these current issues including the requirements under the electronic execution measures, dealing with the SuperStream laws for rollovers and release authorities, director ID requirements and much more.
 
The session will explore:
 
  • The various compliance implications within each of these areas; and
  • Provide some insight into ongoing discussions with the Government about modernising business communications and how it will impact the SMSF sector.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. 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 bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association