SMSF Strategy Seminars

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We present quarterly at each location during March, May, August and November. However, we only present twice a year at Lauceston and Newcastle (March and August) and Hobart and Canberra (May and November).

Each seminar contains two discrete strategic topics and an SMSF update (based on different material to any prior DBA Network event). Topics are carefully chosen based on current strategies and examples and delve into technical rules and practical issues that advisers need to master. We also regularly workshop practical case studies.

Topic 1 — Super reform — the very latest developments and strategies

We will focus on what has happened in late March, April and May 2017, including:

  • Release of the new regulations: what they mean and what strategies they give rise to
  • Key changes that have recently occurred for paperwork requirements for all  account-based pensions and transition to retirement income streams
  • Latest on CGT relief
  • Latest from the ATO, including finalisation of various LCGs
  • Most common questions and misconceptions
  • What critical steps all advisers should take by 30 June
  • Much more

Topic 2 — Impact on SMSF succession planning

We will cover what the cutting edge succession planning strategies are as at May 2017, including:

  • Latest insights on how the transfer balance cap applies on death
  • Latest on BDBNs and automatically reversionary pensions
  • Planning and practical tips and traps for advisers
  • Much more

Topic 3 — SMSF update

The latest hot SMSFs issues.

This material is different to the content of the SMSF Online Updates

 


Pricing

SMSF Strategy Seminars
No Price Price x 4 seminars
1-4$230$800
5-9$200$720
10+$190$680