13th Annual SMSF Conference

The recent super reforms are the most significant changes to super the sector has seen, and the changes keep on coming. One year on, now is the time to reflect on the new super landscape and the practical lessons we can learn from the changes. Our two-day conference focuses on the new TBAR reporting requirements, the total super balance, as well as contribution and death benefit strategies post reforms. It also examines key estate planning and succession issues, including multigenerational planning for SMSFs.

Getting the Most Into Super and Getting It Out Effectively

• SMSF Contribution Strategies to Implement Post Reforms
• The Total Super Balance - Valuing Super Interests and Assessing Eligibility
• Transfer Balance Account Report - Understanding The New Reporting Obligations
• Determining an Appropriate Pension Strategy During the Lifetime of a Retiree

Fund Assets and Investments

• The Sole Purpose Test: Deeming of In-house Assets Post Aussiegolfa
• Property Development and SMSFs - Maximizing Potential and Avoiding Traps
• SMSFs and Non-Arm’s Length Income from Trusts - Applying the Rules to Remain Compliant

Estate and Succession Planning

• Succession Planning for SMSFs: Care, Capacity and Control
• SMSFs and Super Death Benefits Strategies Post Reforms
• Multigenerational Tax Planning Using SMSFs

SMSF Challenges

• Divorce and SMSFs - Trying to Retain the Happily Ever After
• SMSF Management and Negligence Risk: Advisers in the Firing Line