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 and the latest super reform — the very latest reform developments and strategies

We will focus on:

  • Strategies pre-July 2017
  • Strategies after June 2017
  • What pension strategies are now available
  • What contribution strategies are now available
  • Planning and practical tips and traps revealed from the detailed legislation

Topic 2 — Impact on SMSF succession and estate planning resulting from the super reform measures

We will focus on:

  • SMSF update
  • How the transfer balance cap applies on death
  • Child pensions — the tips and traps
  • Impact on BDBNs and automatically reversionary pensions
  • Planning and practical tips and traps for advisers

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