SMSF Online Updates
 Fri 3 Jun 2022
 Fri 8 Jul 2022
 Fri 5 Aug 2022
 Fri 9 Sep 2022
 Fri 7 Oct 2022
 Fri 11 Nov 2022
 Fri 10 Feb 2023
 Fri 3 Mar 2023
 Fri 21 Apr 2023
 Fri 5 May 2023
 
 NALI & NALE
 
 Dealing with death benefits and tax effective SMSF succession planning
 
 Employee share schemes and SMSFs
 




SMSF Online Updates - 4th Mar 2022 - single session

SMSF Online Updates - 4th Mar 2022 - single session

All delegates must be registered to be able to see training and to be eligible to receive CPD hours and not to breach copyright law.


Recording

  • Expiry Date: 4 March 2023
  • Duration: 90 minutes

General update AND spotlight on using employee share schemes (ESSs) with SMSFs

On Friday 4 March 2022, Bryce Figot, Special Counsel of DBA Lawyers will present the SMSF Online Update. It will contain both a general update and a spotlight on using ESSs with SMSFs.

The general update will cover:

  • new contribution rules and the ‘must know’ resulting strategies
  • how to take maximum advantage of the new ECPI rules and
  • much, much more.

The spotlight on ESSs with SMSFs answers many pertinent questions, such as:

  • What is the latest from the ATO
  • How to still use even if the employer is not a listed company?
  • What to make of discounts on the issue price?
  • How does an ESS integrate with the new non-arm’s length income (NALI) and contribution rules
  • When will a discount be a contribution versus NALI in view of LCR 2021/2 and TR 2020/1-DC

Fee: $150 incl GST group discounts available
CPD Hours: 1.5
Designed for: Advisers seeking to stay abreast of SMSF news.




Presenter

Bryce Figot
Special Counsel
DBA Lawyers

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