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13th Annual Superannuation Intensive
Published on 09 Mar 2016 | Took place at Sheraton on the Park, Sydney, NSW
This event heard direct from industry experts that practically addressed topical issues including:
- SMSF update
- superannuation Interest and pension strategy
- super property
- SMSF estate planning disasters, and how to avoid them
- SMSF advice and the new licensing regime
- auditing of SMSFs - current issues
- the ATO & SMSFs.
- valuation requirements
- financial statement audit procedures for asset valuations
- insufficient audit evidence
- exempt pension deduction claims
- excess contributions
- insurance considerations
- auditor contravention reports.
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- superannuation interests, proportioning and tax components
- super interests and pension strategies
- preservation of benefits
- preservation and pension strategies.
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- trustees thwart deceased’s apparent intentions - Katz v Grossman
- the ‘legendary oomidoodle bird’ - Donovan v Donovan
- binding nomination upheld, but… Wooster v Morris
- non-lapsing BDBNs okay, but take care with wording - Munro v Munro
- executor not automatically a trustee - Ioppolo v Conti
- practical application.
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- part 1: The SMSF client experience, the ATO’s compliance approach and focus areas
- part 2: Tax planning arrangements and other issues.
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- the 50 year old origin of the smsf sole purpose and understand why and how it is our overarching super property rule
- forget negative gearing when you can super gear-property
- conveying the super rules
- know that unit trusts are ok but do not mask all of the ills of super property
- look at special conveying structures for multiple owning.
- limited licensing pre and post 1 July 2016
- ATOIDs
- UK pension transfers
- pensions and ECPI
- excess contributions
- transfers of life estates
- dividend stripping
- LRBAs
- what’s in store?
- the new regulatory framework for SMSF advisers
- the new limited licensing framework and your options from 1 July 2016
- what it means to be operating under the new framework
- last minute tips of what you need to do to be ready for 1 July 2016
- practical considerations for dealing with the new regime
- discussion of the key post-licensing compliance concerns
- FOS and industry trends.
Get a 20% discount when you buy all the items from this event.
Individual sessions
SMSF audit update key issue to consider
Author(s):
Belinda AISBETT
This paper covers:
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Superannuation interests and pension strategy
Author(s):
Craig DAY
This paper covers:
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SMSF estate planning disasters, and how to avoid them..
Author(s):
David BARRETT,
Bryce FIGOT
This paper covers:
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The ATO and SMSFs
Author(s):
Kasey MacFarlane
This paper covers:
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Super property
Author(s):
Peter BOBBIN
This presentation covers:
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SMSF update
Author(s):
Graeme COLLEY
This presentation covers:
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The new regulatory framework for SMSF advisers
Author(s):
Nidal DANOUN
This presentation covers:
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