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Superannuation Intensive

Published on 30 Mar 2022 | Took place at Online, National

Bringing together expert speakers from across the country, delegates walked away with an up-to-date and enhanced understanding of a range of topical subject areas including pensions, contributions, SMSF audit and tax as well as SMSF residency and foreign transfers. Delegates were given a status update of relevant legislation over the past 12 months and hear from the regulator on their key areas of focus. As an added bonus, the final session brought together a panel of our speakers to discuss the practical issues during the lifecycle of an SMSF and answer questions from delegates.

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

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Individual sessions

Keeping up with the ever-evolving SMSF industry

Author(s):  Tim Miller

This presentation covers other industry developments and expectations that will have an impact on trustees and their advisers in a Federal Election year.

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Superannuation contributions – latest strategies and tips

Author(s):  Julie Dolan

This presentation covers in detail and via practical application the latest contribution rules and strategies. There have been and will be a number of further developments from 1 July 2022. These developments are not without its complexities, so getting on top of these contributions changes will be crucial for timely application to your client’s needs.

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The most taxing issues in super

Author(s):  Liz Westover

This presentation covers the top tax issues in superannuation. From exempt current pension income and deductions to capital gains, Liz will provide a practical session to assist you in delivering the right tax outcomes for your SMSF clients. She will cover
key tax matters with a strong focus on those in the ATO spotlight as well as providing plenty of hints and tips along the way.

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SMSF regulator update – what you need to know for 2022

Author(s):  Justin MICALE

The presentation covers an overview of the ATO key risk focus areas affecting SMSFs and findings from the independent SMSF research.

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SMSFs and pensions

Author(s):  Julie Steed

This paper will cover current issues and strategies in managing pensions in SMSFs by taking a deep dive into complying pensions and the Government’s proposed amnesty.

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SMSF audit – what to expect

Author(s):  Shirley SCHAEFER

This paper covers a look at the key 2021 audit issues and what can be done in advance to reduce auditor queries.

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Global mobility and superannuation

Author(s):  Jemma SANDERSON

This paper covers:

  • Transferring money from foreign super onshore
  • Transferring money from Australian super offshore
  • Foreign superannuation fund considerations
  • Foreign trust considerations
  • Residency of SMSFs post 2021/2022 Budget announcements
  • SMSF and the IRS – what do you need to know?
  • SMSF with ROPS status – what are the reporting obligations?
  • Applicable Fund Earning calculations and considerations
  • How divorce might impact overseas pension schemes.
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Panel discussion – The lifecycle of a SMSF – practical issues

Author(s):  Julie Dolan,  Jemma SANDERSON,  Shirley SCHAEFER This video covers a panel of leading experts discussing some of the most important, complex and relevant practical issues that practitioners encounter during the lifecycle of a SMSF.

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