SMSF

Strategies, Accounting, Administration, Taxation

Knowledge

Presentations, briefings and articles on SMSF

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Buying property with SMSF

This article describes the three alternative methods of buying property with SMSF. Read more

New SMSF borrowing laws: The new 'must know' changes

The old legislation under which super fund trustees engaged in 'instalment warrant' style borrowings has been recently repealed and replaced with certain new sections that implements six major changes. These changes are described in this article. Read more

Integrated SMSF succession planning

A description of how integrated SMSF succession planning can be achieved with the help of a case study. Read more

Important clarifications for super fund borrowings

The government has announced changes for the super fund borrowing laws to clarify several uncertainties and reduce risks for super funds. A description and analysis of these changes is made in this article. Read more

Cooper recommends significant changes for SMSFs

The review into superannuation, headed by Jeremy Cooper recently released its report on SMSFs. It made several significant recommendations. This article contains an analysis Read more

Henry Review: What it means for superannuation

The government has released its tax policy statement in light of the Henry Review's report. The government policy statement describes several significant changes to superannuation. Read more

Super & SMSF

Super planning, strategies, tax, auditing and asset protection

Super and self managed super funds play an important role in a client's estate planning, succession, asset protection and taxation. It is a vital tool in the arsenal of financial advisers. Dealers' Group organised Super Planning Strategies & Auditing Issues for SMSFs to great interest from both financial planners and accountants. Super is a part of most of our other workshops on business advisory, estate planning and asset protection.

A few of the topics covered in this master class are:

  1. SMSF tax strategies
  2. Concessional and non-concessional contribution limits
  3. Strategies and investment structures for purchasing business real property
  4. Borrowing
  5. Auditing

Previous Events

Workshops, masterclasses, conferences

Business Tax & Strategy Forum

A one-day practical forum jam-packed with strategies & structures for advising private & family owned businesses
More information | Event Blog

Super Planning Strategies & Auditing Issues for SMSFs

No padding, no punches pulled - Just a practical one-day forum for advisers. Australia's leading practitioners share their insights in 5 separate workshop style sessions.
More information | Event Blog

Previous Webinars

News, briefings, updates

Superannuation update: Recent regulatory changes

Mark Wilkinson, Partner in Deloitte Touche Tohamatsu will present a briefing on recent changes in superannuation. Attend this presentation from the convenience of your desk by joining this webinar on 20 August 2010.
More information

Managing Family Super Funds

Dealers' Group's first webinar has Grant Abbott, Managing Director of SMSF Strategies presenting on managing the progression of a SMSF to a Family Super Fund.
More information

Previous Podcasts

Interviews, opinions, news bytes