Help your clients avoid common SMSF investment traps

As an accountant, broker or financial planner, your clients rely on your advice and expertise. If your clients act on incorrect legal advice when purchasing a property through their SMSF, they could be faced with:

As an accountant, broker or financial planner, your clients rely on your advice and expertise. If your clients act on incorrect legal advice when purchasing a property through their SMSF, they could be faced with:

  1. lost tax benefits
  2. reduced retirement savings
  3. double stamp duty payments.

At Dangerfield Exley Lawyers, we can help ensure your clients’ SMSF strategies are legally compliant from the outset. We carefully review property contracts and related SMSF documents before investment transactions are entered into.

We also use private rulings on a case-by-case basis to secure positive results for our clients. For example, we were recently involved in a successful private ruling which allowed a related party transfer of ‘residential property’ to an SMSF within the ‘Business Real Property’ requirement.

Call Steven or Simon before your clients sign anything.

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