SG Events

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Investment Strategies destroy the red tape reduction strategy

23 February 2021 (12:30 PM – 1:30 PM AEST)

This webinar will identify all the key considerations of an investment strategy incorporating the expected and unexpected lifecycle events that may occur during the life of a fund.  With one eye always on liquidity the session will also delve into the legislative requirements that all funds must contemplate from establishment through to benefit payment stage so that no fund can operate under misguided compliance advice.

Creating a contribution strategy playbook – workshop

16 March 2021 (Melbourne), 18 March 2021 (Adelaide)

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 take attendees through the interaction between Tax and Super identifying all the key contribution strategies available throughout the lifecycle of an SMSF member.

What asset segregation means to an SMSF

23 March 2021 (12:30 PM – 1:30 PM AEST)

This webinar will consider when an SMSF can and most definitely cannot segregate for tax purposes, providing an oversight of disregarded small fund assets and the timing of when segregation can commence.  It will also venture in to segregating assets based on member specific investment strategies, pension v accumulation interests and for estate planning purposes.

Cash, coins, crypto and collectables – not all money is created equal

20 April 2021 (12:30 PM – 1:30 PM AEST)

This webinar will contemplate the various types of currency based assets that an SMSF can hold and how those asset must be held.  We will also delve in to the CGT implications of holding certain assets, the related party acquisitions rules and any other requirements that need to be considered when investing in non-standard assets, or standard assets depending on where you sit in the generational divide.

The many faces of SMSF property development

18 May 2021 (12:30 PM – 1:30 PM AEST)

In this webinar we will take the compliance torch to developing a property in an SMSF and identify the good the bad and the ugly when contemplating the parties to any arrangement as well as the transaction tips, trips and traps.  Without limiting our imagination we will consider the following:

  • Who is involved in the transaction – understanding Part 8 Associates
  • How non-arm’s length income changes will impact property development
  • Carrying on a business in an SMSF

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