Past Recordings

Seminar 2024
SMSF Online Updates - 7 Jun 2024 - single session
Fri, 7 June 2024 (90 mins)

SMSF Online Updates - 7 Jun 2024 - single session

This update is to provide a practical list of take ways for advisers to assist their clients.

Watch live or a recorded version. To register, click here - including for 10 x sessions at $100 each.

 

SMSF Online Updates - 10 May 2024 - single session
Fri, 10 May 2024 (90 mins)

SMSF Online Updates - 10 May 2024 - single session

This update is to provide a practical list of take ways for advisers to assist their clients.

Watch live or a recorded version. To register, click here - including for 10 x sessions at $100 each.

 

SMSF Online Updates - 12 Apr 2024 - single session
Fri, 12 April 2024 (90 mins)

SMSF Online Update — 12 April 2024 — Key update on pension and succession issues

 

On Friday12 April 20234, Bryce Figot, Special Counsel will present the SMSF Online Update.

In this session, which provides a key update on pension and succession issues, Bryce will cover the following important and strategic topics that advisers need to be on top of having regard to recent major changes:

  • When are automatically reversionary pensions still appropriate in view of recent changes?
    • Succession planning considerations, including in relation to ($3M+) div 296 tax  and the ‘death tax’ where death benefits comprising a taxable component are paid to non-tax dependants
    • What conversations should advisers be having to best position their clients on the pros and cons and what documents should be retained?
       
  • A strategic guide to maximising exempt income claims for in specie benefit payments, including tips and traps for segregated versus unsegregated funds
     
  • Top level insights for clients with legacy pensions, such as market linked pensions and complying lifetime pensions
     
  • A quick fresher on super law ‘dependants’ in light of recent case law developments
     
  • Brief update on recent BDBN developments
     
  • Recent AAT decision on a taxpayer succeeding in claiming a loss on a residential investment property and ATO decision impact statement — impact for SMSFs
     
  • And much more …
SMSF Online Updates - 8 Mar 2024 - single session
Fri, 8 March 2024 (90 mins)

SMSF Online Updates - 8 Mar 2024 - single session

Shaun Backhaus, Senior Associate, will be presenting the update on 8 March 2024. This presentation will cover a number of topics to provide advisers with a practical awareness of recent developments including:

  • Managing Div 296 tax especially on death and structuring options including the use of family trusts
  • Latest ATO position on pre-death withdrawal including latest private rulings
  • Review of contracts that may contain charges in breach of reg 13.14
  • Increase in Admin penalties
  • Case law update

Watch live or a recorded version. To register, click here - including for 10 x sessions at $100 each.

 

SMSF Online Updates - 16 Feb 2024 - single session
Fri, 16 February 2024 (90 mins)

SMSF Online Update — SMSF discount policies for accounting, financial planning and auditing firms — Friday 16 Feb 2024, 12–1.30 pm (AEDT)

 

Bryce Figot, Special Counsel at DBA Lawyers will present the SMSF Online Update with a focus on issues relating to SMSF discount policies for accounting, financial planning and auditing firms. Bryce’s presentation will include:

  • The key changes in ATO position since 1 July 2023
  • Why FY2024 is different to all prior financial years
  • What documentation you must have on file (and more) to avoid non-arm’s length income
  • Where we are with legislative changes to non-arm’s length income
  • And much more (including the latest on the new ‘$3M+’ Division 296 Tax)

 



View recordings from 2023

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