SMSF Strategy Seminars

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Quarterly seminars in March, May, August and November

Seminars in March and August

Seminars in May and November


Topic 1 – Interdependency relationships and parent-child relationships
 
The ability to receive a tax free death benefit in relation to a parent-child relationship typically depends on satisfying the relevant criteria to establish an interdependency relationship. However, this topic is not well understood by many advisers and generally speaking a parent-child relationship does not satisfy the criteria. There are however circumstances that may satisfy these rules. This session will cover:

  • The key rules, tips and traps
  • Lessons learnt from cases and ATO private binding rulings
  • The essential guide to evidencing interdependency
  • Tips for testamentary trusts, BDBNs and tax implications
  • Opportunities for advisers with client planning
  • Much more …

Topic 2 – SG Update
 
We examine recent developments in relation to the superannuation guarantee system and recent and pending legislative changes. This session will cover:

  • Recent ATO activity and SG issues arising in practice –– employer v employee
  • The latest developments on contractors and SG
  • Latest ATO practice on the remission of SG penalties (a 200% penalty can easily apply)
  • Employee opt-out of SG for multiple employers
  • SG and salary sacrifice arrangements including traps if agreements are inappropriately drafted
  • Much more …

Topic 3 – SMSF Update
 
We will cover the latest SMSF developments including ATO material and case law.


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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