strategy & tactics - knowledgeshop.com.au€¦ · SMSF strategy & tactics dates, venues & details...
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smsfstrategy & tactics
starts May 2013
New for 2013
Practical strategies & tactics for better
management of SMSFs
SMSF Strategy & Tactics training day delivers the practical strategies that demonstrate what can be done – not just the rules. It offers a step by step approach to the ways you can deliver better and more practical management of your clients SMSFs.
Designed for accountants and advisers, this training day is essential for anyone talking to SMSF clients – from advisers implementing strategies to compliance accountants considering the issues that need to be addressed when preparing their client’s accounts.
Superannuation contributionsl In-specie contributionsl The new rules from 1 July
l Making sense of the capsl How they work in real lifel Utilising the caps in the most
effective way
Managing excess contributionsStrategies to relieve clients of excessive contributions tax - what and how to do it
l Using a contributions reserve – reallocating current year contributions & managing tax outcomes
l Ineligible contributions – what you have to do and when
l Legislative outs – seeking the Commissioner’s discretion
l Using the once off $10k refund opportunity
l De minimus test – the Commissioner’s administrative powers
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Outline Maximising opportunities within the fund
Effective ways to bring money in
Using related unit trusts and companiesl The pragmatic ways and steps for using
related unit trusts inside SMSFsl SIS reg 13.22C trusts
l The opportunities and the pitfalls and how to avoid stuffing it up
l What happens when your clients - the trustees - get it wrong
Estate planning strategies and effective administrationl Estate planning strategies – what can
be done and howl Anti-detriment l Recontribution
l The non-negotiable steps you absolutely must followl Death benefit nominationsl Enduring powers of attorney l Corporate trustee shareholding and
passing control
SMSF borrowing – getting it right at the outsetl The structures and strategiesl Related party lendingl Unit related trusts and property developmentl What attracts the ATO’s attention
During the day we cover the appropriate tactics for each stage of a fund’s life - from money in, to money out, and maximising the opportunities in between.
l Maximising money coming in - Maximising contribution opportunities and avoiding excess contribution tax.
l Clever ideas for SMSF growth - Related trust investments, related party lending, etc.,
l How to take lump sums and pensions (and multiple pensions) out of a fund tax effectively.
l Tax planning opportunities pre pension - estate planning.
Essential training for anyone serious about the management of SMSFs.
6.75 PD hoursApplication for FPA CPD Points is pending
3.5/5 difficulty
Best for SMSF planners, advisers, and compliance accountants wanting to stay ahead of the curve
Bring a calculator
Life after licensing – strategies for accountants that are within the rulesWe’ll cover: l What you can advise onl Strategies for accountants that
are within the new rulesl 1 July 2013 and 1 July 2014 –
making sense of what you can and can’t do
+ Not a Knowledge Shop member? Contact Ray on
1800 800 232 or email [email protected]
to find out how Knowledge Shop helps hundreds of accounting firms every day.
Tactics for taking money outStructuring Pension planningMore than just paying a pension – how structuring can maximise the opportunities
l The recent ATO announcements - pensions post TR 2011/D3
l Multiple pensions for tax and estate planningl Isolating tax components
l Lump sum vs pensions – the best options & comparatives
l Effective pension structuresl Using carry forward losses in pension phase
Alternative transition to retirement strategiesl Traditional strategies; andl Things you might not have thought of l Non-traditional strategies to make
the most of transition to retirement pensions
Our presenterGarth McNally, Director, Hayes KnightGarth heads Hayes Knight’s Superannuation Division in Sydney. He has a wealth of knowledge and practical experience in superannuation and leads the superannuation technical support for Hayes Knight and the Knowledge Shop membership.
Garth is a specialist member of the Self Managed Superannuation Fund Professional’s Association of Australia (SPAA) and is a regular writer and speaker on superannuation issues and strategies.
Register now! We will be attending m Melbourne m Sydney m Brisbane m Perth
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Early bird for payments received by: Melbourne, Sydney, Brisbane - 12 April 2013Perth - 14 June 2013$595 (GST incl) - Knowledge Shop Member price$665 (GST incl)
General$695 (GST incl) - Knowledge Shop Member price$765 (GST incl)
Time8:30am - 9:00am registration9:00am - 5:00pm training day
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SMSF strategy & tacticsdates, venues & details
Melbourne Friday, 3 May 2013Rydges Melbourne186 Exhibition Street, Melbourne
Sydney Thursday, 9 May 2013Swissôtel SydneyLevel 8, 68 Market Street, Sydney
Brisbane Tuesday, 14 May 2013Traders Hotel Brisbane159 Roma Street, Brisbane
Perth Friday, 26 July 2013Pan Pacific207 Adelaide Terrace, Perth
Register Online