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2019 SA Super Day

Published on 29 Mar 2019 | Took place at Adelaide Convention Centre, Adelaide, SA

This event covered the following topics:

  • Royal Commission Report and implications for advisers
  • estate planning & SMSF’s
  • contribution strategies
  • pensions & SMSF’s
  • SMSF regulation emerging issue
  • property & SMSF’s
  • international issues
  • LRBA’s – Where to from here? current issues and challenges.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Estate planning & SMSF’s

Author(s):  Leo Efthivoulou,  Catherine Norman

This paper covers:

  • estate planning and SMSFs
  • pension considerations in relation to succession planning
  • EPOA, BDBNs and Narumon case.

 

 

Materials from this session:

Contribution strategies – A supplementary paper

Author(s):  Tim Miller

This paper covers:

  • contributions from 1 July 2017
  • what does the total superannuation balance affect?
  • downsizer contributions
  • excess contribution changes – fund capped contributions
  • strategy reflection.

 

 

Materials from this session:

Pensions & SMSFs

Author(s):  Peter BURGESS

This paper covers:

  • exempt current pension income
  • emerging pension strategies
  • topical pension issues and recent technical amendments.

 

 

Materials from this session:

LRBAs – Where to from here? Current issues and challenges

Author(s):  Shari Neagle

This paper covers:

  • loan maturity and refinancing issues
  • transfer balance account (TBA) and total superannuation balance (TSB) implications
  • current regulatory environment.

 

 

Materials from this session:

Property & SMSFs

Author(s):  Matthew Andruchowycz

This presentation covers:

  • SMSF property developments
  • temptations and risk
  • disputes and compliance
  • SMSF property development options
  • commercial terms.

 

 

Materials from this session: