Build a reviewable SMSF research record
Research SMSF questions, inspect available legislation and ATO materials, and prepare a working note for the fund's client file.
The Challenge
SMSF research can involve the Superannuation Industry (Supervision) Act, its Regulations, ATO materials and selected decisions. A useful working note connects the fund's facts to the relevant provisions and questions for the adviser.
How Lawg Helps
Use available SMSF legislation and guidance to investigate the question. Bring source references, the fund's circumstances and open issues into a working memo or file note.
Key Capabilities
- Research available SIS Act and SIS Regulations content
- Inspect available ATO SMSF rulings and determinations
- Explore investment-strategy and in-house-asset questions against the fund's facts
- Investigate LRBA questions using available guidance
Use Case Example
Example prompt: "Help me research an SMSF's proposed property acquisition using an LRBA. Identify the facts to establish, legislative provisions and ATO guidance to inspect, and questions for further research."
Source review
Check the complete facts, source support, versions and relevant period. Source availability varies. All outputs require professional review before filing, client use or responding to the ATO. Lawg does not guarantee ATO acceptance or any audit outcome.
Take the tax question through to the client file
Start with a focused Australian tax question. Research the sources and prepare a working draft for your review.
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