In this episode of The SMSF Experts, Shelley is joined by Bryce Figot, special counsel at DBA Lawyers, to discuss the significant impact of case law on SMSF trustees and compliance obligations.
With over 21 years of experience in tax and superannuation, Bryce shares insights on landmark cases like
Hill v. Zuda, Katz v. Grossman, and the consequences for SMSF professionals and auditors.
Shelley and Bryce dive into how these legal precedents have shaped best practices, estate planning, and the nuances of trustee responsibilities within the SMSF industry.
Listen On: Apple Podcasts, Spotify, Amazon Music, Simplecast, iHeartRadio, Deezer
CONTENT
01:16 The Fascination with Self-Managed Super Funds
02:20 Championing SMSF Auditors
04:15 Case Law Impact on SMSFs: Hill vs. Zuda
11:52 Katz vs. Grossman: Trustee Discretion and Family Disputes
21:02 Aussiegolfa vs. Commissioner of Taxation
21:43 The Sole Purpose Test and In-House Asset Rules
25:42 Penalties and Compliance in SMSFs
30:16 Auditors’ Responsibilities and Landmark Cases
34:34 The Melissa Caddick Case and Settlement Insights
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