SMSF
Strategies, Accounting, Administration, Taxation
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Presentations, briefings and articles on SMSF
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SMSF succession planning
This article outlines the essential planning strategies that members should undertake in order to achieve a smooth succession and also outlines the legal framework surrounding the death of an SMSF member. Read more
Repairs, replacements and borrowing by superannuation funds
If a damaged property is held by a superannuation fund under a limited recourse borrowing arrangement, this article explores what rules the owners need to consider in repairing or reinstating their properties. Read more
Why your children should not be members of your SMSF?
A recent AAT decision illustrates the reason why children and their parents should not be in the same SMSF. Bryce Figot and Tina Conitsiotis discuss the decision and outline other reasons why children and their parents should not be in the same SMSF. Read more
Planning and structuring pensions
Discussion of pension in SMSF, benefits of having a pension, tips and traps in amalgamation, tax, bankruptcy, BDBN, pension to second spouse and then children. Read more
Overseas SMSF members: A practical guide
This article outlines some of the requirements to keep the fund of a member moving overseas as a complying superannuation fund and avoid adverse tax consequences. Read more
SMSFs and court-imposed penalties
Bryce Figot of DBA Lawyers has analysed the case of Oleson v Eddy [2011] FCA 13 which provides insights into how the penalty in the case of a non-complying SMSF is determined. Read more
5 key reasons why you must always have a reversionary pension
SMSF specialist Aaron Dunn explains why he believes that all pensions should have a reversionary beneficiary nominated. Read more
SMSFs investing in unit trusts
This article by Daniel Butler and Nathan Papson of DBA Lawyers outlines practical tips and traps related to investing in both related and unrelated unit trusts. Read more
The Finch judgement - What it really means for SMSFs
The recent High Court judgement of Finch v Telstra Super Pty Ltd [2010] HCA 36 has generated some controversy in SMSF circles. Much has been written about its implications. Some commentary has been more accurate than others. Read more
SMSFs and estate planning - Passing control on the death of a member
If flexibility is your client's priority and a BDBN is not going to be used, then it is important to ensure the right people are in control of the SMSF when the time comes to pay the deceased's death benefit Explained with the Katz v Grossman case. 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:
- SMSF tax strategies
- Concessional and non-concessional contribution limits
- Strategies and investment structures for purchasing business real property
- Borrowing
- Auditing
Previous Events
Workshops, masterclasses, conferences
SMSF Strategy Forum
Examine complex issues surrounding SMSFs and hear Australia's most sought-after advisers detailing the very best generational wealth and risk management strategies for trustees
More information | Event Blog
Business Tax & Strategy Forum
A one-day practical forum jam-packed with strategies & structures for advising private & family owned businesses
More information | Event Blog
Previous Webinars
News, briefings, updates
Important questions in developing an SMSF estate plan
In this webinar on 15 Oct 2010 (12 pm AEST), Aaron Dunn, author of 'thedunnthing' blog on SMSF will discuss the key questions for advisors to ask their SMSF trustee clients when working through important estate planning issues.
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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.
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