SMSF Strategy Seminars


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 — What’s changed since the Budget/Election?

The May Budget and the July election mean the biggest changes for superannuation in the past decade. We will examine the finer detail and provide value-added insights on:

  • Which strategies no longer work?
  • What are the new strategies?
  • What uncertainties still remain and how to best deal with them?
  • Critical timelines
  • Small business concessions and super (including a brief review of the small business CGT concessions and the new small business restructure relief that commences on 1 July 2016): how to maximise the benefits to clients?

Topic 2 — Superannuation  guarantee regime: planning tips and traps*

We cover the key rules, strategies and recent developments that practitioners need to be aware of including:

  • Key steps in dealing with an ATO contractor questionnaire or SG audit
  • Recap on the key rules and the SG regime
  • Tips for negotiating salary sacrifice agreements and remuneration and packaging
  • Which payments don’t attract SG … you will be surprised!
  • Latest on developments in who is a contractor versus an employee
  • The latest on penalties: what you must know
  • Latest ATO materials

Topic 3 — SMSF update

The latest hot SMSFs issues. 

*Topic 2 for the Townsville location will be : The latest SMSF Succession strategies – this session is presented by Paul Radford of Connolly Suthers, Lawyers

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



SMSF Strategy Seminars
No Price Price x 4 seminars