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2019 Super Day

Published on 06 Mar 2019 | Took place at Kooyong Lawn Tennis Club, Kooyong, VIC

This event covered the following topics:

  • estate planning & SMSFs
  • LRBAs - the current state of affairs
  • SMSFs & property
  • ATO update - SMSF regulation emerging issues
  • international issues
  • contribution strategies and pensions & SMSFs.

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Individual sessions

LRBAs – The current state of affairs

Author(s):  Michael Harkin

This paper covers:

  • what to do when loans mature?
  • what is the current state of play with refinancing options?
  • difficulties with benchmarking related party loans
  • what are alternative financing options when looking at an LRBA
  • interaction with LRBA and TSB and TBA.
Materials from this session:

SMSFs and property

Author(s):  Philip BRODERICK

This paper covers:

  • issues to be considered when transferring or holding real estate to super funds
  • transferring real estate into super funds
  • holding real estate
  • structures to hold real estate
  • developing real estate in super funds
  • issues with related party builders
  • dealing with related party builders.
Materials from this session:

ATO Update - SMSF regulation emerging issues

Author(s):  Kellie Grant

This presentation covers:

  • compliance action and monitoring
  • recent court cases
  • monitoring the health of the SMSF sector
  • TBAR update.
Materials from this session:

International issues

Author(s):  Liz WESTOVER

This presentation covers:

  • repatriating pension monies back to Australia
  • SMSF residency - members moving overseas
  • owning overseas assets in an SMSF.
Materials from this session:

Contribution strategies and pensions & SMSFs

Author(s):  Darren Wynen

This presentation covers:

  • the latest on pensions
  • investment segregation
  • ECPI pre-1 July 2017
  • contribution strategies.
Materials from this session: