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14th Annual Superannuation Intensive

Published on 29 Mar 2017 | Took place at Primus Hotel Sydney, Sydney, NSW

This event covered the following:

  • SMSF update
  • super reform advice issues: the contribution implications
  • strategic pension planning
  • auditing of SMSFs – current issues
  • SMSFs and the ATO
  • practical estate planning case study and solution for SMSFs for 2016/2017.

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Individual sessions

Super reform advice issues: The contribution implications

Author(s):  Liz WESTOVER

This paper covers:

  • contributions
  • concessional contributions
  • non-concessional contributions
  • other contributions
  • strategies and considerations.
Materials from this session:

Auditing of SMSFs – Current issues

Author(s):  Jo Heighway

This paper covers:

  • overview of SMSF audits
  • main audit issues
  • practical tips on how to deal with auditors
  • how to rectify compliance breaches.
Materials from this session:

Strategic pension planning

Author(s):  David BARRETT

This paper covers:

  • the new super pension system: transfer balance accounts
  • shifting the advice focus to non-superannuation structures
  • superannuation pension restructuring – transitional CGT relief.
Materials from this session:

Practical SMSF estate planning case study

Author(s):  Hugh TAYLOR,  Andrew FRANKLAND,  Lisa To,  Campbell Vidgen

This presentation covers:

  • what to do with existing binding death benefit nominations, SMSF trust deeds, rules and pension documents?
  • how does the $1.6 million pension cap limit the amount of death benefits that can be paid in the form of the pension? keep it or cash it out?
  • how much counts towards the revisionary pension’s $1.6 million pension cap and when?
  • pecial rules applying to the pension cap in relation to pensions payable to children on death?
  • using testamentary trusts as part of the estate plan – tips and traps for the SMSF advisor.
Materials from this session:

SMSFs and the ATO

Author(s):  Kasey MacFarlane

This paper covers:

  • key initiatives in 2016-17
  • key areas of compliance focus
  • super changes
  • the ATO approach to compliance.
Materials from this session:

Changes to impact on the SMSF landscape in the last 12 months

Author(s):  Peter HOGAN

This paper covers:

  • SMSFs at a glance
  • ATO data as at 31 December 2016
  • the challenge of SMSF advice
  • the role of professionalism
  • other areas impacting SMSF advisers
  • ATO focus for next 12 months
  • cases relevant to SMSFs.
Materials from this session: