Caroline Harley

✪ SMSF, Estate Planning & Trusts Specialist ✪

[Liam Shorte 🇮🇪🇦🇺 @SMSFCoach]

The Bank of Mum & Dad #BOMAD is the unofficial 5th largest lender of finance for Owner Occupied #property in Australia (and NZ). 90%+ are not protected by a loan agreement so disgruntled son-in-law or daughter-in-law of often walks off with family wealth in a divorce. #strategy

[MaxGrowth @MaxGrowthHQ]

Getting particular about property at @SMSFassoc #NC2022 with Caroline Harley #lease #COVID19 #relief #LRBA #smsf #tax #advisor #accountant #yourpartnerinbusiness @PMartinAdvisory @TeddyK_FCPA #property

[Liam Shorte 🇮🇪🇦🇺 @SMSFCoach]

There is a danger in changing documents for #SMSF LRBAs or Contracts as could trigger double stamp duty in states where Bare Trust must be signed before contract. Good reminder @CH_SMSF #nc2022

[Caroline Harley @CH_SMSF]

So excited to be presenting at @SMSFassoc #NC2022 this morning - providing a property overview for SMSFs and some tips on how to remain compliant with leases, rent relief and LRBAs

[Liam Shorte 🇮🇪🇦🇺 @SMSFCoach]

In the 3rd year of Covid Looking forward to a refresher on best practice #SMSF documentation of leases, rent relief and LRBAs from Caroline ⁦@CH_SMSF⁩ session at ⁦@SMSFassoc⁩ #NC2022 #StayingCompliant

[Jane Hume @SenatorHume]

The #FASEA extension Bill has PASSED! #promisekept

Under the new arrangements, affected finacial advisers must:
➡️ Complete the FASEA-approved exam by 1 January 2022 (one additional year); &
➡️ Meet FASEA's qualification requirements by 1 January 2026 (two additional years).

[Kate_McCallum @Kate_McCallum]

@smsfchick @CH_SMSF @SMSFassoc Excellent session, thank you @SMSFassoc

[Caroline Harley @CH_SMSF]

@SMSFCoach @smsfchick @SMSFassoc Perhaps it’s life imitating art already!

[Tracey Scotchbrook @smsfchick]

Who do you think you are? Families can be a complicated thing! @CH_SMSF unpacking cases, the issues and definitions at law. @SMSFassoc #nc2020

[Liam Shorte 🇮🇪🇦🇺 @SMSFCoach]

Don’t you just love a complicated family when it comes to Deceased Estates. @CH_SMSF has everyone enthralled with the saucy details of Quijarro v Robson [2008] NSW818 and the Appeal. #NC2020 #SMSF

[Caroline Harley @CH_SMSF]

@SMSFassoc So Many Smart Friends #SMSFDefinition #NC2020 #SMSF

[Caroline Harley @CH_SMSF]

@SMSFassoc #NC2020 #SMSF #SMSFGeekAnnualPilgrimage

[Caroline Harley @CH_SMSF]

What are the implications of IVF, surrogacy, and adoption for death benefits, Wills and Trust Deeds? Disagreement means the Court needs to decide – who is “in” and who is “out” and it isn’t always as you'd expect! Can’t wait to present at @SMSFassoc #NC2020 #WhoDoYouThinkTheyAre

[Caroline Harley @CH_SMSF]

@SMSFCoach @XYAdviser

[Liam Shorte 🇮🇪🇦🇺 @SMSFCoach]

ASIC/ATO claim #SMSF Trustees spend 100 hours per year managing their SMSF. How many hours do you spend? Please answer and Retweet to pass it on

[RGA @ricegrowers]

Thanks to Caroline Harvey from @CommBank addressing common pitfalls in succession planning & steps to avoid them. Its important to remember that money won’t make you happy, but people want to find that out on their own. #RGAConf19

[Sara Pixley @SaraLPixley]

Succession planning, estate management & refereeing in the event of a death. @CH_SMSF covered them all today- with the major takeaway being the importance of communication. #RGAConf19

[Caroline Harley @CH_SMSF]

I am honoured today to be part of the Annual @ricegrowers Association #RGAConf19 speaking about succession planning and risks to intergenerational wealth transfer. Thanks for inviting Commonwealth Private
#wealthtransfer #successionplanning #successispersonal #ricetomeetyou

[Caroline Harley @CH_SMSF]

#NC2019 Looks like there's a common thread with government employees and MPs saying Smurfs instead of SMSFs - not used by anyone else it appears.... #SMSF

[Caroline Harley @CH_SMSF]

@SMSFCoach

[Caroline Harley @CH_SMSF]

Excited be here on Day 1 at @SMSFassoc #NC2019 and looking forward to presenting today! Curious as to what the collective noun is for SMSF aficionados....?