Superannuation

SMSF Symposium: Opportunities and Threats

Issues covered include: Financial Adviser Standards and Ethics Authority (FASEA) Update, TBAR, Royal Commission, Pension options, SMSF Deed, Superannuation contributions, non-concessional contributions, Transfer Balance Account, Super Death Benefits, Binding death benefit nominations, blended families, incapacity.

5th Annual Small Business Tax Essentials and SMSFs: Risks and Opportunities

SMSFs: Risks and Opportunities

Regulators are increasingly targeting SMSF advisors after finding that 90% of them have breached the law. If you want to stay out of the crosshairs and avoid a regulatory disaster for your practice and your clients it’s critical to keep updated with the latest legislation and understand precisely what regulators require. Take this opportunity to pick up practical tips on TBAR and work out tailored solutions on pensions, contributions, super death benefits and other planning strategies for your SMSF clients.

TBAR Reporting How It Works and the War Stories

SMSF Day 2019

Issues covered include: regulatory updates, owning property in an SMSF, non property investments, NALI, income rules, unrelated parties, retirement vehicles, pre and post relationships, strategic estate planning

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.

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.

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.

5th Annual SMSF Conference 2018

Don’t miss this opportunity to raise the (T)bar on the SMSF strategies you can implement in your practice while we rollover the latest SMSF information directly to you and transfer the balance of updates you need to have on your radar. Experts working at the coalface of SMSF practice will deliver a unique, in-depth, and practical contribution workshop along with step by step guidance

TBAR, Rollovers and the Transfer Balance Scheme

Issues covered include: TBAR, rollovers, transfer balance cap, reporting, compensation

Auditing Risks: A Practical Guide

Issues covered include: audit risks, audit issues, SMSF auditor liability

SMSF Trustee Death Benefit Decisions

Issues covered include: trustee death payment decisions, SMSFs, superannuation death benefits

SMSFs and Property Investment

Issues covered include: SMSFs, property investment, property structures, ATO

LRBAs in SMSFs Latest Developments

Issues covered include: LRBA landscape, SMSFs, regulator activity, compliance programs

Best Interest Duty and Getting SMSF Advice Right

Issues covered include: best interest duty, ASIC, SMSF, SMSF Advice

SMSF Pension Strategies

Issues covered include: SMSF Pension Strategies, Retirement Income Streams, TBAR and TSB, Account Based Pensions, ECPI

Property Development in a Fund

Issues covered include: SMSF, owning property, property development, ATO, property investments

Insurance within SMSFs: A Critical Guide

Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension

SMSF Portfolio Review

How do you really know when an SMSF portfolio is as strong as it could be? Can you identify red flags on sight? What are the top advisers recommending? Spend an hour and gain the latest and greatest advice on SMSF portfolio review.

Tax and Superannuation: Latest Developments

Issues covered include: COVID-19, superannuation funds, compassionate grounds, LRBAs, non-arm length income, in-house assets, financial year