SUPERCONCEPTS BRINGS YOU


2016 SMSF In Practice course dates

 

ADELAIDE

Tuesday 17th May


SYDNEY

Wednesday 25th May

PERTH

Thursday 19th May


MELBOURNE

Thursday 26th May

BRISBANE

Tuesday 24th May



Brought to you by SuperConcepts, our In Practice session is designed for advisers, accountants and support staff to gain the knowledge and skills needed to grow a SMSF business.

This 5.5 hour session will include recent legislative changes and emerging industry trends that are particularly important in light of this year’’s Federal Budget announcements.  


Looking for more practical SMSF education?

 

As a practitioner in the SMSF sector, you would be only too aware of the importance of staying abreast of the latest legislative developments. This is particularly important in light of this year’s Federal Budget announcements.

That’s why, together with my team, we have developed SMSF In Practice, a fast paced 90 minute SMSF technical and industry update session, followed by a three hour masterclass on understanding and applying borrowing provisions for your SMSF client strategies.

So, join me and our leading technical presenters at SMSF In Practice, and experience an SMSF technical event like no other.  

 

Peter Burgess,

General Manager, Technical and Education Services


What the course covers

Legislative update

Technical and industry update, including:

  • The Federal Budget superannuation announcements

  • Post budget contribution, pension and estate planning strategies

  • Other legislative developments, including tax determinations, rulings and ATO announcements, impacting on SMSFs.

 

Followed by,

Borrowings Masterclass

You will gain technical knowledge, skill and understanding in:

  • The effect of the background to the provisions on grandfathering and the structure generally
     
  • Restrictions on underlying assets, holding trust considerations, financing issues and other related legislative considerations
     
  • Implementation, trust deed and investment strategy issues and solutions
     
  • Alternative property acquisition strategies for SMSFs and their applicability to client scenarios - associated strategies including debt forgiveness
     
  • How to interpret the latest related party loan 'safe harbour'  guidelines including practical strategies for implementation and compliance.

Why should you attend?

  • discussions regarding the latest SMSF legislative and investment pattern updates - what's changed and about to change

  • You will be provided with the latest legislative and strategy developments impacting on SMSF's

  • Insights on what the most recent set of SMSF numbers are telling us about current investment preferences and the SMSF demographic shift

  • Knowledge on various rulings, tax determination and government announcements impacting on SMSF advice being covered, along with internal and external investment pattern research reports

Who should enrol?

  • Financial advisers

  • Para-planners

  • Accountants

  • Support staff


 


CPD Points

  • Total FPA CPD Points : TBA

  • Total SMSF Association CPD Points : TBA

Format and cost

  • Event price: $375

  • Lunch provided

  • Presentation slides provided post event