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: Carl Longshaw, Partner, PKF
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 John Ford, Assistant Commissioner, Superannuation and Employer Obligations, 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
- Significant Importance of investor behaviour and the impacts on portfolio returns
Presented by David Rose, Private Client Adviser, Shadforth Financial Group
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 Poonam Di Iorio, Associate Director, Nexia Perth; SMSF Specialist Advisor
12.50pm to 1.35pm Networking Lunch
CUTTING EDGE CONTRIBUTION AND RETIREMENT STRATEGIES
1.35pm to 2.25pm: Small Business CGT Concessions and SMSFs: What You Need to be Doing
Explore the key planning opportunities for maximising contributions into superannuation by utilising the small business CGT concessions
- Assessing how contribution caps, total superannuation balance and the small business CGT concessions provisions apply
- Detailed guidance on accessing the small business CGT concessions and transferring business real property into SMSFs
- Some of the perils and tips for this complex area
Presented by Yikai Hoe, Director, Provident Lawyers
2.25pm to 3.20pm: 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 Pat Kelly, Senior Manager, BDO
3.20pm to 3.35pm Afternoon Tea
AVOIDING SMSF TRAPS IN RELATION TO DIVORCE AND DEATH
3.35pm to 4.25pm: Key SMSF Considerations in the Event of Divorce: 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 and liquidity of assets
- Related parties and compliance issues in SMSFs
- Timing of payment and relevant considerations and BDBNs
- How to deal with the ATO in the event of unauthorised access to the fund’s money and managing liability for the ‘innocent’ party
Presented by Greg Bentley, Director, Opulen Accounting and Superannuation; SMSF Specialist Advisor and Tim Poli, Director, Kings Park Legal
4.25pm to 5.15pm: Super and Death: A Practical Estate Planning Guide for Advising Your SMSF Clients
- What documents do you need?
- Is the Will enough?
- Is a Binding Nomination needed?
- What are the mistakes to avoid?
- What are the hidden danger areas?
- What are the constraints, tax and other compliance issues need to be concerned?
- High risk clients (e.g. second marriages) and cutting edge strategies
Presented by Brigitte Hollett, Lawyer, Munro Doig
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
Parmelia Hilton
Level 1, Meeting Room, 14 Mill Street
Perth 6000
WA
Australia
Directions
Nearby Public Transport:
Train Stations - The Esplanade Station
Bus Interchange - St Georges Terrace Cloisters Green
Parking information
Parmilia Hilton - Valet Parking only - Click here to view rates.
Convention Centre - 100 metres from Parmelia Hilton. Click here to view rates.