Melbourne - SMSF Strategy Seminars

Topic 1 – SMSF investment and exempt income under the transfer balance cap

We focus on the following important issues in the context of the super reforms:

• Investment segregation impact on  transfer balance cap and other traps and tips
• Tip and traps with claiming exempt income under the segregated and unsegregated methods
• Other strategies for managing modern day pensions including optimising in view of the disregarded small fund assets rule

Topic 2 – Contribution issues

The TSB is linked to many strategies and we work through a number of practical examples. We cover the following:

• Contributions and the total superannuation balance ('TSB')
• Managing TSB and the tips traps and strategies including:
  • paying benefits
  • paying expenses
  • tax effect accounting
• much more

Topic 3 – SMSF Update

We will cover the latest SMSF developments including, among other things, an update on the following:

• Update on recent case law and its impact on key SIS provisions
• CGT issues in practice following the mid-2017 reforms