Published on 30 Aug 2012
| Took place at Sofitel Sydney, NSW
The very strong growth in the SMSF sector is continuing and with this growth there are
an increased number of issues facing both clients and practitioners alike. Many of these
issues have emerged in the past year alone since our last successful seminar.
This year’s 10th Annual Superannuation Intensive seminar program was equipped with a
highly regarded panel of speakers discussing the latest in cutting edge strategies and
planning opportunities and alerting practitioners to the many traps that may snare the
unwary. This seminar also explored the latest changes at a practical and informative
level and assists practitioners with navigating the complex minefield of SMSF issues.
The topics covered identify the different tax, compliance and audit
issues related to SMSFs that your clients are facing and provide you with the relevant
tools to help you successfully deal with these issues.
Topics covered included:
Contributions to Super – the what, how, why and when
Audit and Compliance
Doomsday Preparation: Super and Estate Planning
Limited Recourse Borrowing Arrangements by SMSFs - In Practice
Tax and SMSF Compliance Issues: an ATO Perspective
Get a 20% discount when you buy all the items from this event.
Contributions to Super - The what, how, why and when
The taxation impacts on making a contribution to a superannuation fund can never be underestimated as it is more than just the payment of cash that is counted. In this paper, Graeme Colley looks at the finer points of:
What is a contribution – there is more to that than you think
Limited Recourse Borrowing Arrangements by SMSFs - In practice
The implementation of a LRBA by an SMSF is a very complex transaction since there are a minefield of issues and traps which need to be considered. The successful implementation of these arrangements requires the practitioner to be up to date and on top of their game. Getting it wrong can have devastating consequences. This paper covers:
Practical issues, common errors and traps with implementation
The role of the accountant, lawyer, financier and financial planner
Overview of the recently finalised SMSFR 2012/1
Loan and security documents and dealing with the financier
New stamp duty concessions and dealing with the OSR.