SMSF Day 2019
From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.
Description
Chair: Dennis Eagles, Partner, Private Advisory, Grant Thornton
9.00am to 10.00am: ATO UPDATE: ESSENTIAL INSIGHTS: Critical Regulatory Updates and Q&A
- Key compliance risk areas to keep on your radar and what the ATO is seeing this financial year
- Regulatory contraventions the ATO is commonly seeing through ACR reporting and how these are being treated
- How the ATO supports SMSF trustees with their compliance obligations
- Q&A: don’t miss your opportunity to ask your questions and get immediate responses directly from the ATO
Presented by Steve Keating, Director, SMSF Client Experience, SMSF Segment, ATO
MAJOR CHANGES AFFECTING SMSFs AS AN INVESTMENT TOOL
10.00am to 11.00am: Owning Property in an SMSF: Strategies, Opportunities, Pitfalls and what to do with Major Banks Saying ‘No’
- Maximising contributions using in-specie contributions
- How the recent superannuation reforms impact on your advice and the way SMSFs hold property investments
- LRBA rules unpacked: a practical guide on how to gear for property investments within an SMSF
- What now after the major banks have stopped lending to SMSFs? New strategies and approaches
- A practical due diligence checklist to consider before your clients own a property in an SMSF
- Key structures available to hold property in an SMSF
- Can SMSFs run a property development business?
- Prudential tax tips and how to avoid the snares of holding property in an SMSF
Presented by Chris Ketsakidis, Partner, Mills Oakley
11.00am to 11.15am Morning Tea
11.15am to 12.00pm: Non-Property Investments: How to Create Value for Your Clients
- Explore important investment trends and consider what you need to know about the relationship between investment risk and return in today’s environment
- How to deal with the difficulty experienced by managers to ‘outperform’ the market consistently
- What you can gain from different investment philosophies and the challenges SMSF advisors are facing
- Leveraging your understanding of the significance of investor behaviour and the impacts on portfolio returns
Presented by Ashley Davis and Rhiannan Smit, Private Client Adviser, Shadforth Financial Group
RECENT DEVELOPMENT ON NALI AND MAKING SENSE OF UNRELATED PARTIES
12.00pm to 12.50pm: Tips and Traps with Non-Arm’s Length Income Rules and Why They Matter
- Examine what non-arm’s length income is and why it exists
- Look at any difference between tax and super laws regarding non-arm’s length transactions, and what those difference mean
- Explore the proposed but now lapsed non-arm’s length expenditure legislation and what that would mean should it be re-introduced
Presented by Brett Griffiths, Director – Superannuation Advisory, Vincents
12.50pm to 1.35pm Networking Lunch
1.35pm to 2.25pm: A Guide to Running an SMSF with Unrelated Parties: Key Details and Strategies
Different rules are imposed upon the trustees of self-managed superannuation funds depending on whether they are dealing with related parties or unrelated parties of a fund. In this session you will consider who is a related party, who isn’t and why the distinction is important when managing investments in an SMSF.
- Who are related parties? (including standard employer-sponsors, part 8 associates and what is meant by ‘sufficiently influence’)
- Practical takeaways from scenarios where unrelated parties may run an SMSF together
- The impact of the in-house assets rules depending on whether parties are related or unrelated
- A guide to the use of related and unrelated trusts to structure SMSF investments
Presented by Steven Jell, Senior Associate, Cooper Grace Ward
AVOIDING SMSF TRAPS IN RELATION TO RETIREMENT, MARRIAGE AND DEATH
2.25pm to 3.15pm: Maximising the Benefits of Using an SMSF as a Retirement Vehicle in the Current SMSF Environment
Gain insights and real world guidance on wealth creation and retirement strategies that should be considered at each stage of life and the practical tips and traps you will need to know regarding retirement and estate planning.
Presented by Paul Rafton, National Leader, Superannuation, BDO
3.15pm to 3.30pm Afternoon Tea
3.30pm to 4.25pm: Key SMSF Considerations Pre and Post Relationships: What You Need to Advise Your Clients
Explore how to advise clients both pre-relationship and at the end of a relationship
- Pre-relationship issues to consider
- Superannuation is property of a marriage or defacto relationship under Part IIIVB of the Family Law Act 1975
- Financial agreements pre-relationship (pre-nup) and practical tips
- Issues to consider immediately on separation
- Liability as trustee and binding death benefit nominations
- What needs to be dealt with on property settlement and divorce
- Valuation of SMSF assets, nature of assets, indemnities, third parties in SMSFs and BDBNs
Presented by Laura Hanrahan, Special Counsel, HopgoodGanim Lawyers
4.25pm to 5.15pm: Strategic Estate Planning for Your SMSF Clients
- Has the estate plan appropriately contemplated the superannuation death benefit?
- To bind or not to bind? Issues to consider in the decision as to whether to make a BDBN
- Trust deeds and invalidity: Is it really binding?
- What about EPOAs since Re Narumon Pty Ltd [2018] QSC 185? Have you unintentionally authorised a conflict?
- Exercise of the trustee’s discretion post Re Marsella: Marsella v Wareham (No.2) [2019] VSC 65: The next frontier of litigation?
Presented by Kylie Wilson, Partner, Holding Redlich
Accreditation
Attend and earn 7 CPD units
FASEA CPD Categories
1 CPD unit in Regulatory Compliance and Consumer Protection
5.75 CPD units in Technical Competence
Additionally, all our conferences are able to count towards your CPD hours in accordance with the regulations of any other industry association including CA ANZ, CPA and more. Click here to view your organisations' rules.
Venue
Mercure Brisbane
Level 2, 85-87 North Quay
Brisbane 4000
QLD
Australia
Parking is not included in you registration. Here are some options below.
Secure Parking at Mercure Hotel offers a discounted daily rate from $36 by
validating tickets at Mercure Reception prior to departure. Click here to view rates .