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Individual Podcasts

SMSF Reserves - Strategies for Prudential Management

Reserves are a tool that trustees of superannuation funds can use as part of their prudential management. However, the ATO have released guidance flagging their concern with how reserves are being used by SMSFs and identifying particular types of transactions as potentially in bre

Date/Time

About the Podcast

Reserves are a tool that trustees of superannuation funds can use as part of their prudential management. However, the ATO have released guidance flagging their concern with how reserves are being used by SMSFs and identifying particular types of transactions as potentially in breach of section 62 of the SIS Act and Part IVA of the 1936 Tax Act. This session explores the ways that an SMSF trustee can strategically use reserves in light of the ATO guidance.

Featuring: Mark Wilkinson, BDO, Sydney

[30.25 minutes] [0.50 CPD hours]

Presented By

Mark Wilkinson
BDO

CPD Information

0.00 CPD Hours

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