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 — Super reform — troubleshooting common issues under the superannuation reforms

We will focus on common issues that arise in relation to:

  • Transitional CGT relief
  • Excess transfer balance cap amounts
  • Reporting requirements when commencing and commuting pensions
  • Paying death benefits – PCG 2017/6
  • Unit trusts and transitional CGT relief implications depending on whether the segregated or proportionate CGT relief applies
  • LRBAs – where are we at?
  • Revisiting common strategies in light of the superannuation reforms, such as re-contribution strategies
  • Strategies for managing capped defined benefit income streams post 1 July 2017
  • The latest on flexi pensions

Topic 2 – Tax advice in view of the AFSL regime

We will take a practical look at the following:

  • Who can provide ‘tax advice’ as a registered tax financial adviser
  • What tax advice can be provided if an adviser with an AFSL is not registered with the Tax Practitioners Board
  • What tax advice needs to be included in an SoA
  • Much more

Topic 3 — SMSF update

Time permitting, the latest hot SMSF issues

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



SMSF Strategy Seminars
No Price Price x 4 seminars