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Recorded Webinars

Recorded Webinar: SMSF Investments Involving Related Parties – What's in, What's Out

The definition of a related party is broad. This creates some risk when considering the restrictions affecting investments with related parties. This session looks at the key issues, including: Understanding who are related parties in an SMSF I
PRESENTED BY Brett Griffiths Director - Superannuation Consulting - Vincents , Brisbane

Date/Time

About the Webinar

The definition of a related party is broad. This creates some risk when considering the restrictions affecting investments with related parties. This session looks at the key issues, including:

  • Understanding who are related parties in an SMSF
  • Identifying Part 8 associates of a member
  • Restrictions on investments involving related parties – what are they?
  • Purchasing business property from related party
  • Limitations on investment of total value of assets in a related entity
  • Lending to a related party
  • Identifying who is in control of fund
  • Identifying who is in control of a company
  • Case studies – some related parties where you least expect them

Presented By

Brett Griffiths
Director - Superannuation Consulting, Vincents Brisbane, Qld

Brett specialises in all aspects of superannuation compliance but specifically Self-Managed Superannuation Funds. He utilises his twenty-five years of superannuation experience to develop strategies and structures in order to achieve the best outcome for his clients.

Brett joined Vincents in 2009 as the Manager of Superannuation Consulting and was appointed a Director of the team in 2011.

He has twenty-five years of experience working for some of the largest superannuation consulting firms in Queensland within the superannuation industry. His expertise includes:

  • Legislative compliance and advice
  • Retirement income streams
  • Contribution and gearing strategies
  • Estate planning

Brett’s experience includes Self-Managed Superannuation Funds, Retirement Savings Accounts, Public Offer Superannuation Funds, and investment products, as well as an understanding of investment advisory firms. This experience means he is well placed to understand the intricacies of superannuation compliance, and what it takes to help clients to achieve their desired financial outcomes.

Who 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 hours. 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]

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