85162
Recorded Webinars
Recorded Webinar: The SMSF Investment Strategy – Keeping the ATO Onside
The continued focus of the ATO on SMSF investment strategies has raised a number of compliance issues that must be addressed. This session looks at the key issues, including: The ATO focus on investment strategies – understanding the underlying motivation
PRESENTED BY
Ian Burgess
Partner, Ernst
Date/Time
About the Webinar
The continued focus of the ATO on SMSF investment strategies has raised a number of compliance issues that must be addressed. This session looks at the key issues, including:
- The ATO focus on investment strategies – understanding the underlying motivation
- Regulations relevant to the investment strategy – the compliance framework
- Is the ATO saying that having one asset class is a bad thing?
- The importance of trustees regularly reviewing the investment strategy
- Diversity in the strategy – the importance of documenting diversity?
- Should clients be drafting their own investment strategies?
- The risk profile of the strategy
- Liquidity of the fund – cash flow and prospective liabilities
- Penalties when the investment strategy is not compliant
- Advising on the investment strategy versus financial planning – when are you venturing outside your turf?
Presented By
Ian Burgess
Partner, ErnstWho Should Attend?
This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]