Self-Managed Super Fund (SMSF) Breach Rectification
Assisting trustees of SMSFs with rectification of contravention of the Superannuation Industry (Supervision) Act 1993
With a PhD from Bond University’s Faculty of Law, (thesis on the law governing superannuation funds), and extensive experience and knowledge in managing trustee breaches of the SIS Act and/or Regulations, Dr Cleary provides clear guidance on breach rectification and any potential consequences prior to involvement by the ATO.
Specialising in complex situations where a breach cannot be easily rectified, Dr Cleary supports Trustees in rectifying breaches with suggestions on the possible actions that could be taken with the consequences, (tax, penalties and interest) of each action.
SMSF ATO Audit or Tax Dispute Resolution
ATO audits or reviews are normally initiated by the ATO because of the Auditor’s Contravention Report, (lodged by the SMSFs auditor), or other information received by the ATO leading to a suspected breach of the SIS Act and/or Regulations.
Dr Cleary will provide advice, manage and represent Trustees in the ATO audit process, or while lodging an objection to a decision made by the ATO if required.