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 — Budget Super changes – tips, traps and planning opportunities

We have been working through the deeper strategic implications and cover the key critical strategies and information advisers need to best position clients. Advisers need to be armed with how to respond to the multitude of queries arising from the Budget announcements. We analyse each change focusing on the tips, traps and planning opportunities. We are wanting to add great value to your knowledge and cover the:

  • new lifetime non-concessional cap
  • $1.6m balance (pension) cap
  • revised contribution rules
  • other key changes

Topic 2 — Spotlight on related party LRBAs: urgent action and new opportunities

The recently released ATO safe harbours present both threats and opportunities. We will cover:

  • What critical action must be taken before 30 June 2016
  • The loopholes that exist (particularly if struggling to satisfy the loan-to-value ratio requirements)
  • Which clients these safe harbours greatly benefit and how to maximise value for them
  • What clients who are not covered by the safe harbours can do to benchmark
  • Latest from ATO and industry for those who can’t meet the 30 June deadline

Topic 3 — Key strategic aspects of private companies

Many work with private companies day in and day out, however, many miss opportunities to add great value. We reveal key tricks and traps, including:

This topic is relevant for both SMSF trustee companies and other companies.

  • Strategic implications when registering a company
  • SMSF special purpose companies
  • Can a family trust distribute to a company where the family trust owns the shares?
  • The role of a chair
  • ACNs and registered offices

Please note that due to the Budget changes, the topic of ‘Superannuation guarantee regime: planning tips and traps’ is held over to our August SMSF Strategy Seminars.


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SMSF Strategy Seminars
No Price Price x 4 seminars