Financial Services Podcast Network

SMSF: Unpacking the Bendel decision


Listen Later

In this edition of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by legal specialist Phil Broderick, principal at Sladen Legal, to discuss the implications of the Bendel court decision - a landmark ruling with potentially far-reaching consequences for SMSFs and private trusts. This ruling has profound implications for the use of discretionary trusts and corporate beneficiaries, potentially allowing distributions to remain unpaid without triggering Division 7A consequences. The podcast delves into the significance of the case, drawing parallels to pivotal decisions like Bamford, and explores how it could reshape the landscape for tax and accounting practices in Australia. Listen as they discuss:

  • The interpretation of "financial accommodation" within Division 7A.
  • The relevance of this decision for SMSFs
  • The potential for the Bendel decision to influence other areas of superannuation law.
...more
View all episodesView all episodes
Download on the App Store

Financial Services Podcast NetworkBy Momentum Media


More shows like Financial Services Podcast Network

View all
CommSec Market Update by CommSec

CommSec Market Update

11 Listeners

Odd Lots by Bloomberg

Odd Lots

1,777 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

16 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

44 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

61 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

14 Listeners

Your Wealth by NAB

Your Wealth

6 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

21 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

4 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

10 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

34 Listeners

Chanticleer by Australian Financial Review

Chanticleer

20 Listeners

The Fin by Australian Financial Review

The Fin

15 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

6 Listeners