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Workshopping Current SMSF Complexities & Strategies

Published on 24 Nov 2015 | Took place at Bourke Street, Melbourne, VIC

This superannuation masterclass was designed as a series of workshops for delegates who advise on or deal in superannuation. The workshops considered various complex SMSF strategies with the use of practical examples and allowed delegates to engage in intensive discussion.

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Individual sessions

Divorce and super

Author(s):  Stephen BOURKE

This paper covers:

  • the common problems:
    • the trust deed 
    • the failure to put documents into evidence
    • the failure to put records of contributions into evidence
    • confusion about members and non-members
    • valuation of an SMSF 
    • the failure to understand court power
    • the failure to take account of tax consequences
    • superannuation agreements have a specific tax issue
    • court orders - some recurring problems.
Materials from this session:

Managing disputes in SMSFs

Author(s):  Heather GRAY

This paper covers:

  • what types of disputes arise in SMSFs?
  • the regulatory framework
  • constituent documents
  • dispute resolution for SMSFs
  • dispute-proofing an SMSF.
Materials from this session:

Property & SMSFs

Author(s):  Rebecca JAMES

This paper covers two case studies considering property and SMSFs.

 

Materials from this session:

SuperStream & SMSF

Author(s):  Shane Moore

This presentation covers:

  • SuperStream options
  • SuperStream update
  • employer onboarding
  • contributions volumes
  • industry segment engagement
  • large/medium employers.
Materials from this session: