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 — Budget & Super Reform

We are monitoring every super and tax change flowing from the 3 May 2016 Budget proposals to provide you with the latest knowledge and strategies. We will especially cover any legislative developments whether in final or draft form. We will also cover any relevant ATO material including any law companion guidelines ('LCG') on how the new law applies. We will focus on:

  • Contribution cap reforms and other changes to the contribution and gainful employment tests
  • The $1.6 million balance cap and changes impacting pensions and TRISs
  • We will provide some practical case studies on the latest strategies
  • Other super and tax related reforms

Unless you ‘ride the wave’ of reform you risk being left behind.

Topic 2 — Employee share plans and SMSFs investing in private companies

Employee share ownership plans (‘ESOP’) that offer shares or equity in an employer’s business to an employee give rise to a number of interesting tax and super issues. Invariably, most employees wish to have these investments made in their SMSF. Moreover, the ATO is focusing more on arrangements that may involve services being provided for a higher return on equity and investments by SMSFs in private companies. We tackle the complex SMSF and related tax technical issues providing practical solutions including:

  • What SISA and SISR rules need to be considered
  • What tax rules need to be considered
  • What the ATO will be focused on including when it will assess non-arm’s length income
  • Practical tips and traps

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