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 Canberra.

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 — Latest on SMSF investment structuring

This topic covers the latest information on SMSF structuring, including:

  • real estate development (particularly if the builder is a related party)
  • investing in cryptocurrencies such as Bitcoin
  • investing in listed securities, given Labor’s position on franking credits
  • how Division 152 amendments might impact how assets should be held in order to maximise contributions to super under the CGT cap
  • re-thinking the sole purpose test in light of a recent court case and
  • much, much more.

Topic 2 — Super proceeds trusts (and other special trusts) in light of super reform

Super proceeds trusts have existed from many years. However, the introduction of the transfer balance cap makes super proceeds trusts a ‘must have’ tool in the toolbox of good advisers.

This session will examine the pros and cons of super proceeds trusts, particularly in light of last year’s reforms. It will also cover other types of special trusts such as special disability trusts, child maintenance trusts and estate proceeds trusts.

Topic 3 — SMSF update

Time permitting, the latest hot SMSF issues

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


Presenters:   Seminar series:
Daniel Butler  --  March
Bryce Figot  --  May
David Oon  --  August
William Fettes  --  November

Pricing

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