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2019 WA Superannuation Intensive

Published on 22 Mar 2019 | Took place at Crown Perth, Burswood, WA

This event covered the following topics:

  • emerging issues in SMSF regulation
  • death and super: everything you need to know (and everything you didn't know you needed to know)
  • contribution strategies through the life of a member
  • SMSFS & property & LRBA
  • international issues in SMSFs
  • pensions.

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Individual sessions

SMSFs and property

Author(s):  Philip BRODERICK

This paper covers:

  • issues with SMSFs transferring in, holding and transferring out property
  • SMSFs and JV arrangements – recent ATO activity
  • related party dealings in relation to property held by SMSFs
  • changes to non-arm’s length income rules
  • the Aussiegolfa case - is the sole purpose test still relevant
  • what to do when loans mature?
  • what is the current state of play with refinancing options?
  • difficulties with benchmarking related party loans
  • interaction with LRBA and TSB and TBA.

 

Materials from this session:

Pensions workshop - Case study & solutions

Author(s):  Jemma SANDERSON

This paper covers a case study and solutions on pensions.

Materials from this session:

ATO update - SMSF regulation emerging issues

Author(s):  John Ford

This presentation covers:

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

Super death – Almost all you need to know

Author(s):  Peter BOBBIN

This paper covers:

  • need a death and a body
  • trust law rules, ok?
  • dependent; who me?
  • the spouse “blow-in” problem
  • what or who is a child?
  • super exposed employer employment insurance risk
  • super is exposed to estate claims.

 

 

 

Materials from this session:

Contributions strategies through the life of a member – Case study and suggested solutions

Author(s):  Greg BENTLEY,  Poonam Di Iorio

This paper covers a case study and solutions on contributions strategies through the life of a member.

Materials from this session:

Contributions strategies through the life of a member – Case study and suggested solutions

Author(s):  Greg BENTLEY,  Poonam Di Iorio

This paper covers a case study and solutions on contributions strategies through the life of a member.

Materials from this session: