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 - 6th May 2022 - single session

SMSF Online Updates - 6th May 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: 6 May 2023
  • Duration: 90 minutes

On Friday 6 May 2022, Shaun Backhaus, Senior Associate of DBA Lawyers will present the SMSF Online Update at 12 noon to 1.30pm (AEST).   NALI & NALE is continuing to arise in many cases never before imagined given the ATO’s broad construction of s 295-550. Fortunately, the Government is committed to consulting to ensure the NALI/NALE provisions apply as intended. In the meantime, advisers need to have clarity on what the rules are and where the risks lie so funds are not tainted forever! The NALI/NALE topic focuses on:

  • Where are we at given proposed legislative change and the current ATO view
  • Key risk areas including: specific v. general nexus, related party acquisitions, ‘special treatment’ for private companies and unit trusts, trustee services and discounts
  • Key ATO material providing some ‘safe harbour’

Shaun will also briefly cover

  • Legacy pension changes (and proposed changes)
  • And more …



Presenter

Shaun Backhaus
Senior Associate
DBA Lawyers

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