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 Canberra.

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 – Latest on investment structuring

We focus on

  • What strategies work (including real estate development strategies)
  • What strategies don’t
  • The tips and traps
  • Focus on NALI
  • Key methods to stay on the ‘right side’ of the ATO

Topic 2 – Become an expert on retirement

Since 1 July 2017 correctly determining whether your client has actually retired (within the meaning of the SIS regs) is critical. However, there is much misinformation. We focus on the five things everyone gets wrong, master the definition of ‘retirement’ and its nuances, as well as learn about new opportunities that most miss!

Topic 3 – SMSF Update

We will cover the latest SMSF developments. This material is different to the content of the  SMSF Online Updates


Pricing

SMSF Strategy Seminars
No Price per attendee Price per attendee x 4 seminars
1-4 $230 $800
5-9 $200 $720
10+ $190 $680

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