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11th Annual Superannuation Intensive

Published on 26 Mar 2014 | Took place at Hilton, Sydney, NSW

Not only is the size of the SMSF sector continuing to experience very strong growth, but also the sheer volume and complexity of the developments in this area are also growing at similar rapid pace. Higher growth generally means a welcome increase in business for SMSF practitioners. However, it is also vitally important that such SMSF practitioners also keep themselves up to date with all of the recent developments in the SMSF space in order to properly advise their clients. In the current changing market, no SMSF practitioner can afford to lag behind.

The main objective of this seminar was to examine and discuss the developments that have emerged since our last successful seminar and therefore, it should go on every SMSF’s practitioners must attend list.

This year’s 11th Annual Superannuation Intensive seminar program was equipped with a highly regarded and influential panel of expert speakers discussing the latest in cutting edge strategies and planning opportunities, regulatory, compliance and audit issues and most importantly 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 assist practitioners with navigating the complex minefield of SMSF issues. The topics covered will assist you in identifying 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.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Major devevelopents impacting SMSFs since March 2013

Author(s):  David BUSOLI

This presentation covers:

  • announced but not enacted measures
  • pension deeming
  • contributions
  • limited recourse borrowings
  • pensions
  • penalties
  • other changes.
Materials from this session:

Practical implications of the new regulatory framework for accountants and SMSF advisors

Author(s):  Nidal DANOUN

This presentation covers:

  • SMSF advice:
    • removal of the accountants' exemption
    • limited AFSL for accountants and SMSF advisers
    • transition period to 30 June 2016
    • options to consider
    • interaction with FOFA
  • regulators & SMSF:
    • ASIC activities in the SMSF space
    • report 337
    • consultation paper 216.
Materials from this session:

Insurance in the context of superannuation

Author(s):  Craig DAY,  Jeffrey Scott

This paper covers:

  • ability to obtain policies of insurance
  • group insurance arrangements and SMSFs
  • requirement to consider insurance
  • tax and insurance at the fund level
  • insurance and superannuation benefits tax.
Materials from this session:

Compliance and audit issues facing SMSFs

Author(s):  Belinda AISBETT

This paper covers:

  • market valuation requirements
  • investment strategy requirements
  • exempt pension deduction claims
  • LRBA issues.
Materials from this session:

The ATO role in the administration of superannuation

Author(s):  Stuart FORSYTH

This presentation covers:

  • ATO role in the administration of superannuation funds
  • SMSF statistics
  • regulation of SMSFs
  • penalty regime for SMSF trustees
  • illegal early release scheme promoters
  • industry and retail fund statistics @ December 2013
  • ATO interaction with funds
  • funds - income tax administration.
Materials from this session: