This issue of Technically Speaking, written by Head of Policy, Jordan George, breaks down recent SMSF audit court cases and the impacts for all SMSF professionals.
This paper focuses on:
- Cam & Bear Pty Ltd v McGoldrick  NSWCA 110 (“Cam & Bear”)
- Ryan Wealth Holdings Pty Ltd v Baumgartner  NSWSC 1502 (“Baumgartner”)
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technically Speaking bulletins contain general advice only and are prepared without taking in to account particular objectives, financial circumstances and needs. The information provided in this bulletin 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 in this bulletin 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