Bendel v Commissioner of Taxation
October 12, 2023
Did the Administrative Appeals Tribunal make the “correct and preferable decision” and where to from here?
If properly invested and managed, your superannuation “nest egg” will benefit from highly concessional taxation treatment and should be protected from a trustee in bankruptcy if you are declared bankrupt. It is therefore no surprise that there are stringent rules and substantial compliance measures in place surrounding Australian super.
The team at Coleman Grieg has significant expertise in the field of self-managed superannuation funds (SMSF) and offers a wide range of services, from assisting clients with setting up their own SMSF to providing advice on the strict investment restrictions contained in the Superannuation Industry (Supervision) Act.
Led by Peter Bobbin, one of Australia’s leading experts in superannuation law, we can help you to select the right strategy and implement an appropriate structure to suit your individual needs, as well as ensuring you minimise any fees and taxes payable. Where it is available, combining a superannuation and a business wealth creation strategy can drive personal opportunities.
Coleman Greig are available to service your needs no matter where you are located in NSW. Our network of offices are supported by the latest digital technology, enabling us to work with you in a way that suits you best.
Did the Administrative Appeals Tribunal make the “correct and preferable decision” and where to from here?
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