SMSF Strategy Seminars


Quarterly seminars in March, May, August and November

Seminars in March and August

Seminars in May and November

Topic 1 – Non-arm’s length income (and the latest on investment structuring)

The changes to the NALI provisions (and the ATO’s related materials) have massive impacts on how:

  • practitioners should advise clients
  • investments should be maintained and
  • SMSFs should be audited.

This session will cover all of these issues, including the latest from the ATO. This session will also cover the latest on investment structuring and the practical tips, traps and strategies in view of the recent legislative changes.

Topic 2 – Case law update – practical take aways for advisers

We review the most important superannuation court cases and tribunal (AAT) decisions from recent times to distil the lessons to provide practical take aways for advisers.

Topic 3 – SMSF Update
We will cover the latest SMSF developments including ATO material and case law. This material is different to the content of the SMSF Online Updates


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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