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 – The latest contribution strategies

We will take a practical look at the following:

  • We analyse the new bring forward non-concessional contribution bring forward rules with a possible 1, 2, 3 or nil years bring forward
  • Planning measures that might be available for the extra 15% div 293 tax given the lower $250k adjusted taxable income threshold for FY2018
  • Housing affordability measures –– we briefly review how the following new measures will work in an SMSF context:
    • the first home super saver scheme
    • the downsizer contributions
  • How allocations from reserves can impact a member’s contribution caps
  • An overview of how the new excess contribution regime works just in case!

Topic 2 — Bedding down super reforms

We will focus on the following important issues in the context of the super reforms:

  • Transfer balance account (TBA) and total superannuation balance (TSB) strategies that every adviser must be on top of
  • Impact of the ATO’s revised LCG 2016/8 on transitional CGT relief
  • Can a member who has used their $1.6 million transfer balance cap also commence a TRIS that is not in retirement phase?
  • We also cover certain documents that should be finalised by key deadlines

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