Quarterly SMSF update Wangaratta - Regional workshops 2018

Action

Overview

Attend these quarterly SMSF updates to learn about ongoing SMSF developments, reforms, ATO materials and cases.

These are an ideal way to keep up with the most recent changes and topical issues impacting SMSFs, such as:

• latest cases
• legislation
• regulatory developments and
• other tips and traps

These updates are expertly delivered by experienced facilitators from DBA Lawyers.

Topic 1

SMSF investment and exempt income under the transfer balance cap

Focus on the following important issues in the context of the super reforms:

• Investment segregation impact on transfer balance cap and other traps and tips
• Tips and traps with claiming exempt income under the segregated and unsegregated methods
• Other strategies for managing modern day pensions including optimising in view of the disregarded small fund assets rule

Topic 2

Contribution issues

The TSB is linked to many strategies and we work through a number of practical examples. We cove the following:

• Contributions and the total superannuation balance
• Managing TSB and the tips traps and strategies including:

• Tax effect accounting;
• Paying benefits;
• Paying expenses; and
• Mush more

​Topic 3

SMSF Update

We will cover the latest SMSF developments including, among other things, an update on the following:

• Update on recent case law and its impact on key SIS provisions
• CGT issues in practice following the mid-2017 reforms

Please note enrolments close 2 working days prior to the workshop date. Please enrol at least 3 working days prior to the workshop to ensure any dietary and special requirements can be accommodated.