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 — Your post super reforms strategy toolkit for SMSFs

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

  • Overpayment of pensions
  • Underpayment of pensions
  • Trust deeds — when is an update essential and when can it be skipped?
  • Contributions and the total superannuation balance
  • Spousal equalisation strategies
  • Applying the CGT relief and ECPI
  • Tip and traps with unit trusts, including CGT relief

Topic 2 – The latest succession planning strategies

We will take a practical look at the following:

  • The latest ATO view on reversionary TRISs
  • 2017 BDBN case sheds new light on making an effective BDBN
  • How a flimsy change of trustee nearly caused a succession planning disaster

Topic 3 — SMSF update

Time permitting, the latest hot SMSF 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