SMSF Online Updates
 Fri 8 Oct 2021
 Fri 12 Nov 2021
 Fri 11 Feb 2022
 Fri 4 Mar 2022
 Fri 8 Apr 2022
 Fri 6 May 2022
 Fri 3 Jun 2022
 Fri 8 Jul 2022
 Fri 5 Aug 2022
 Fri 9 Sep 2022
 
 SMSF Auditor Independence Webinar
 
 SMSF Succession Planning Webinar
 




Past Recordings

Seminar 2021
Preview
SMSF Online Updates - 10th Sep 2021 - single session
Fri, 10 September 2021 (90 mins)

TOPICS

Contribution strategies & recent changes (~60 minutes):

  • Salary sacrifice agreements (SSA) – we revisit TR 2001/10 in view of recent changes especially SG on SSA amounts and recent HR changes – many super related employment agreements need urgent review
  • Should those with equity in a business make their contributions personally or via the business?
  • Contribution strategies for children
  • And more …

SMSF Update including (~30 minutes):

Presenter – Shaun Backhaus

Fee: $150 incl GST group discounts available
CPD Hours: 1.5
Designed for: Advisers seeking to stay abreast of SMSF news.

SMSF Online Updates - 6th Aug 2021 - single session
Fri, 6 August 2021 (90 mins)

TOPICS

ATO final NALI ruling - LCR 2021/2 (~90 minutes)

  • How non-arm’s length general v. specific expenses are treated
  • The distinction between a trustee/director service and an individual capacity
  • Recurrent expenses (acquisition v. general)
  • Contributions & NALE
  • NALE and unit trusts
  • LRBAs & NALE
  • Conclusions

Presenter – Daniel Butler

Fee: $150 incl GST group discounts available
CPD Hours: 1.5
Designed for: Advisers seeking to stay abreast of SMSF news.

SMSF Online Updates - 9th Jul 2021 - single session
Fri, 9 July 2021 (90 mins)

TOPICS

A special spotlight on pensions (~60 minutes)

  • The latest on the ‘ECPI’ pension exemption
  • ‘Must know’ details on the 50% reduction
  • Proposed Budget changes for legacy pensions, and strategic implications
  • Ability to convert a TRIS to an ABP: the latest from the ATO
  • The (limited) ability to borrow to pay a pension
  • Issues on a pension having priority over a BDBN

SMSF Update (~30 minutes)

Presenter – Bryce Figot

Fee: $150 incl GST group discounts available
CPD Hours: 1.5
Designed for: Advisers seeking to stay abreast of SMSF news.

SMSF Online Updates - 4th Jun 2021 - single session
Fri, 4 June 2021 (90 mins)

TOPICS

Super, SMSFs & related 30 June 2021 & 2022 tax planning (~70 minutes)

  • Maximising contributions pre-30 June and contribution reserving (is this a sound or risky strategy)
  • Changes impacting income & CGT pre-30 June
  • Claiming deductions pre-30 June – recent changes to watch out for
  • Tax planning with pensions – including one planning opportunity that soon disappears

SMSF Update (~20 minutes)

Presenter – Daniel Butler

Fee: $150 incl GST group discounts available
CPD Hours: 1.5
Designed for: Advisers seeking to stay abreast of SMSF news.

SMSF Online Updates - 7th May 2021 - single session
Fri, 7 May 2021 (90 mins)

TOPICS

SMSFs & Bankruptcy (~60 minutes)

  • Strategies to maximise asset protection and minimise risk
  • When is super at risk in bankruptcy?
  • Death benefits and bankruptcy
  • What happens if a Fund goes bankrupt?
  • What happens if a member goes bankrupt?

SMSF Update (~30 minutes)

Presenter – Shaun Backhaus

Fee: $150 incl GST group discounts available
CPD Hours: 1.5
Designed for: Advisers seeking to stay abreast of SMSF news.

SMSF Online Updates - 16th Apr 2021 - single session
Fri, 16 April 2021 (90 mins)

TOPICS

SMSFs and family law super splitting (~60 minutes)

  • Key steps/documents in a typical super split
  • Managing practical/tax issues (eg, CGT, TBC, preservation and tax free amounts)
  • The different types of splits, eg, base amount v interest split
  • Tips and traps with assets such as pre-99 unit trust and residential property

SMSF Update (~30 minutes)

Presenter – William Fettes

Fee: $150 incl GST group discounts available
CPD Hours: 1.5
Designed for: Advisers seeking to stay abreast of SMSF news.

SMSF Online Updates - 5th Mar 2021
Fri, 5 March 2021 (90 mins)

TOPICS

SMSFs & Property Development (~60 minutes)

  • The key SISA and SISR rules to cover
  • Issues with different structures including JVs
  • ATO materials including SMSFRB 2020/1 SMSFs and property development and the NALI draft ruling LCR 2019/D3

SMSF Update (~30 minutes)

Presenter - Bryce Figot

SMSF Online Updates - 5th Feb 2021
Fri, 5 February 2021 (90 mins)

TOPICS

SMSFs investing in unit trusts (~60 minutes)

  • 50/50 and unrelated unit trusts
  • Non-geared unit trusts
  • Recent developments including: potential NALI impact from TR 2019/D3 & ATO’s latest ruling on ‘sufficient influence’

SMSF Update (~30 minutes)

Presenter - Dan Butler



View recordings from 2020

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