14th Annual SMSF Conference

The SMSF industry has seen a raft of significant changes over the last few years, and the changes keep on coming. Our two-day conference reflects on the new super landscape and the practical lessons we can learn, with a focus on TBAR reporting requirements, the total super balance, as well as claiming exempt current pension income. It also examines key death benefit issues, including challenging trustee discretion, the efficacy of BDBNs, and dealing with errant executors.

Compliance Nuts and Bolts

• Managing the Transfer Balance Account Reporting Obligation: Lessons from the Frontline

• Keeping on Top of the Total Super Balance

• Maximising Super using the Small Business CGT Concessions

• Claiming Exempt Current Pension Income: The New Landscape

SMSF Planning Strategies

• Aligning Estate Plans With SMSF Investment Strategies

• Contribution and Tax Strategies - Managing the $1.6 Million Cap Strategically

• Dealing with Deficient SMSF Trust Deed Dilemmas

Getting Money out of Super

• BDBNs: Not So Binding After All?

• Challenging SMSF Trustee Discretion in Death Benefit Payments

• When Executors Carve Themselves a Slice of the Super Benefits Pie

Managing Risks in SMSFs

• SMSFs and Liability for Losses: Are Advisers in the Firing Line?

• Managing Incapacity Risk in SMSFs