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Recorded Webinars

Recorded Webinar: The Sole Purpose Test and Deeming of In-house Assets for SMSFs Post Aussiegolfa

Recent case developments highlight the ATO’s wide powers to deem assets as in-house assets, and the application of the sole purpose test. This session brings you up to date, including: ATO powers to deem assets as in-house assets Determining wh
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

Recent case developments highlight the ATO’s wide powers to deem assets as in-house assets, and the application of the sole purpose test. This session brings you up to date, including:

  • ATO powers to deem assets as in-house assets
  • Determining where a fund’s investment in a sub fund is an in-house asset
  • When a fund will breach the in-house asset rules
  • Determining when a fund will breach the sole purpose test
  • The extent of sole purpose test when considering investments
  • Risks in acquiring an investment with the intention of it being leased to a relative
  • Case update - Aussiegolfa Pty Ltd (Trustee) v Commissioner of Taxation [2017] FCA 1525 - state of play with the appeal

Presented By

Graeme Colley
Executive Manage, SuperConcepts Sydney, NSW

Graeme Colley is the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs. As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia. At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network. His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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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