SMSF Reserves Webinar

SMSF Reserves Webinar

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Recording

  • Expiry Date: 22 March 2019
  • Duration: 90 minutes

The ATO issued SMSF Regulator's Bulletin SMSFRB 2018/1 'The use of reserves by self-managed superannuation funds', which is the most comprehensive material that the ATO has ever released on the use of reserves in SMSF. In particular, SMSFRB 2018/1 highlights the ATO's concerns about new and emerging arrangements that pose potential risks to SMSFs from a superannuation and tax law perspective. This webinar is solely dedicated to this topic. In this webinar, Bryce Figot will address:

  • What are the ATO's concerns in relation to SMSFs and the use of reserves?
  • What does SMSFRB 2018/1 mean for contribution reserving strategies?
  • 'Help! My client has reserves ? what should I do now?'
  • What reserves are allowable?
  • What is the impact of the 1 July 2017 super reforms such as the TBC and TSB?
  • What reserves are not allowable and why?
  • What will the ATO be closely scrutinising?
  • What action should be taken?
  • What documents need to be in place?
  • Practical examples, tips, traps and worked case studies



Pricing

Number of Attendees SMSF Reserves Webinar
Price per attendee for the webinar
1 - 4$150
5 - 9$140
10 +$130


Presenter

Bryce Figot
Special Counsel
DBA Lawyers

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