Past Event Details – Page 5

SMSF end game – winding up is the final strategy

2020/21 saw the SMSF market record its strongest establishment numbers in over 3 years, with over 25,000 SMSFs established. 2018 was the last time that

SMSFs and separating members – how relationship breakdowns impact SMSFs

From 1 April 2022 parties to property proceedings will be able to apply to the family law court registry to obtain information from the ATO

Personal contributions seem so easy until they’re not

Four years after the rules were expanded to allow all eligible contributors to make personal deductible contributions, rather than those who satisfied the substantially self

Hardline non-arm’s length expenses approach for SMSFs

The ATO have released Law Companion Ruling LCR 2021/2 which is the finalised version of their draft 2019 ruling “non-arm’s length income – expenditure incurred

Six Member SMSFs – the good, the bad and the indifferent

From 1 July 2021 SMSFs can have up to 6 members in a fund, an increase from the previous limit of 4. Anecdotally this has

Looking under the hood of SMSF benefit payments

As an industry we have placed a significant emphasis on recent indexation from the view point of contribution opportunities and pension commencements. Whilst not overlooked

30 June checklist for SMSFs – planning around the unknown

All dates are unique but this 30 June 2021 is unique for so many reasons beyond the calendar reference! This 30 June represents a transition

The many faces of SMSF property development

SMSFs can undertake property development, it’s just a matter of how. In 2020 the ATO released ‘SMSFRB 2020/1 SMSF Regulator’s Bulletin – Self-managed superannuation funds

Creating a pension strategy playbook – workshop

This interactive pension workshop will take attendees through all the key considerations of establishing and maintaining a pension within an SMSF. Aligning pensions with conditions

Creating a contribution strategy playbook – workshop

This interactive workshop will provide attendees with direct access to one of Australia’s leading SMSF educators. Over the course of 3 hours Tim Miller will

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