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2021 Superannuation Intensive Series

Published on 24 Mar 2021 | Took place at Online, National

Encompassing the key areas of focus for practitioners advising in the Superannuation space, take a technical deep-dive as well as walk away with practical application. Workshops were facilitated by local experts, giving you the local focus required to be advise your clients.

Topics covered in this event:

  • Snapshot of changes affecting the SMSF industry
  • NALI and NALE = NASTY
  • SMSFs – focusing on tax
  • Estate Planning and Superannuation – what are the current issues?
  • Update from the ATO on the key issues for self-managed superannuation funds
  • Contributions – the latest and greatest
  • Property investment through the life cycle of an SMSF
  • Pensions and SMSFs.

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

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Individual sessions

Snapshot of changes affecting the SMSF industry

Author(s):  Liz Westover

This presentation covers a rundown on all the legislative and regulatory changes impacting the SMSF sector over the last 12 months as well as recent ATO updates and guidance.

 

Materials from this session:

NALI and NALE = NASTY

Author(s):  Daniel BUTLER

This paper covers:

  • The latest ATO material on NALI and NALE (LCR 2019/D3 is due in final form early 2021)
  • How the NALI provisions apply to a loss, outgoing or expense that is lower than arm’s length
  • General versus specific expenses and what income is taxed
  • When are services provided in an individual versus a trustee capacity and why does it matter?
  • Plus much more…
Materials from this session:

Pensions and SMSFs

Author(s):  Craig DAY

This paper covers:

  • Managing transfer balance caps and total superannuation balances including ATO views
  • Current methods of ECPI calculations
  • Transfer Balance Account Reporting
  • Common errors.
Materials from this session:

SMSFs – Focusing on tax

Author(s):  Mark ELLEM

This paper covers:

  • ECPI
  • Deductions when claiming ECPI
  • Calculating capital losses/gains
  • CGT relief
  • Foreign tax credits and foreign exchange gains
  • Case studies will be used to illustrate the tax issues in each area, as well as identifying common errors in tax calculations.
Materials from this session:

Estate Planning and Superannuation – What are the current issues?

Author(s):  Scott HAY-BARTLEM,  Clinton Jackson

This paper covers:

  • Reversionary pensions v death benefit income streams – differences and pros/cons of each
  • Alternatives to binding death benefit nominations – thinking outside the square
  • Tax free member benefits v taxable death benefits – what is the difference?
  • Importance of control of SMSFs for estate planning
  • Current estate planning strategies – what you need to know
  • Recent case law impacting death benefits.
Materials from this session:

Contributions – the latest and greatest

Author(s):  Jemma SANDERSON

This paper covers:

  • Thresholds including impending indexation
  • Downsizer and other contribution opportunities
  • Bring forward rules and strategies
  • Carry forward concessional contributions.
Materials from this session:

Update from the ATO on the key issues for self-managed superannuation funds

Author(s):  Justin MICALE

This presentation covers:

  • what are the key focus areas on the ATO’s compliance and regulatory agenda?
  • what this means for your SMSF clients.
Materials from this session:

Workshop 1: Contributions

Author(s):  Jemma SANDERSON

This paper covers various case studies to outline the contribution strategies and tips and traps for advising their client base.

Materials from this session:

Workshop 2: Estate planning workshop – getting your head around the current issues

Author(s):  Scott HAY-BARTLEM,  Clinton Jackson

This presentation covers:

  • When to use reversionary pensions, and when not to
  • Alternatives for when binding death benefit nominations are not the answer
  • How to correctly pass control of SMSFs on death or incapacity – and how not to!
  • The importance of knowing your trust deeds.
Materials from this session: