Regular webinars to support your SMSF knowledge.
Monthly, in-depth suite of online continuing professional development (CPD) learning webinars, enabling practitioners to stay at the forefront of the SMSF industry – you can rely on our specialist knowledge to ensure better outcomes for your clients.
Each webinar is worth 1 CPD point.
6 members & succession planning for your SMSFThe increase in the maximum number of SMSF members from 4 to 6 has an impact on many aspects of fund administration and investments. This presentation will analyse the issues associated with the increase, trusteeship, fund members, decision making, and succession.
Turbocharge your contributions
When discussing contributions there is more to it than just concessional & non-concessional caps for anyone who is 65 or older. Determining whether contributions can be made and when they can be made is just as important as contribution type.
SMSF Year End Commitments
There is just a short time to the end of the 2020/21 financial year. Make sure you get your SMSF house in order so that contributions are made in time and you have paid at least the minimum pension so you will have everything up to date when the fund accounts are prepared and the audit takes place.
This year’s Federal Budget could bring with it some interesting approaches considering the retirement incomes review will be finalised and we are due for the next 5-year intergenerational report. This session will not only cover the superannuation aspects of the budget but will also examine the possible impact on SMSFs.
“Popular” compliance breaches and how to avoid them
The last thing you expect when an SMSF is being audited is to find out the fund has serious breaches. Preparation and planning by advisers or fund trustees is essential to make sure any compliance issues are understood well in advance.
Recent changes to the law and ATO concerns have meant that greater vigilance is required to ensure a fund remains compliant. This webinar will cover the more common potential compliance breaches for SMSFs, including:
Case studies and practical tips will be provided to help you in understanding the issues and problem-solving.
The introduction of the $1.6 million transfer balance cap and understanding pension account strategies have become much more interesting. This session will show you strategies that ensure the fund’s tax-exempt income is maximised and examine the less understood aspects of all types of superannuation pensions.
SMSF Investments - including overseas and related parties
One of the main reasons for having an SMSF is the taxation concessions and benefits of wealth creation in a low tax environment. In this webinar, we will look at some of the advantages of various investment classes in addition to overseas investments and the rules applying to investments with those associated with the SMSF.
Property has always been a favourite as one of the pet ‘likes’ of SMSFs. The way the property is purchased, the type of entity that purchases the property, and whether it is geared can influence the what, why, and when of the acquisition by the fund. Tune into this webinar to hear experts in SMSFs tell you how it can be done to the best advantage of the client.
Estate PlanningThe super reform changes have had an impact on death benefits and estate planning. No longer are superannuation funds a safe haven for death benefits as the introduction of the Transfer Balance Cap has seen the end to that for anyone with reasonable amounts of superannuation. This webinar will examine how superannuation, the distribution of death benefit lump sums & and pensions and death benefit nominations now fit into the new scene.
Why 2021 is the year for a Corporate Trustee
Corporate or Individual Trustee? Which works best. In this presentation, we will go through the advantages and disadvantages of having individuals and companies as trustees of an SMSF. This will include the issues surrounding single-member funds and the issues they bring for estate and succession planning.