Receive training in a key area of self-managed super from Australia’s top experts with our 3-part Masterclass webinar series | CPD points accredited.
LIMITED OFFER: Register now & 2 of your team attend for the price of 1
Our masterclass programme, designed specifically for SMSF practitioners, is offered as a flexible 3-part webinar series. Choose 1, 2 or all 3 webinars. Each webinar begins with a general update covering any important SMSF developments, before diving into the speciality topic.
At the end of each webinar you will receive CPD points and a detailed reference guide.
Over this series of three webinars, we will dissect the Small Business Capital Gains Tax (CGT) Concessions that can be used to boost retirement savings, the options for holding Business Real Property inside an SMSF (including the acquisition rules from related parties), exit strategies from such arrangements and the obligations and roles that fall to SMSF trustees if they wish to pursue this investment class.
This webinar will examine the retirement boosting strategies associated with the Small Business CGT concessions, including the eligibility requirements for individuals and companies, the different types of concessions available to small business owners, all looked at via a case study format.
This webinar will examine the various rules relating to the acquisition of assets from related parties, investing in related party entities, as well as in-house asset restrictions and issues with employee share schemes.
This webinar will examine how an SMSF can structurally invest in property including own it outright, in a unit trust with other investors, or with gearing and the business exit strategies on debt repayment, relationship breakdowns, disability and death.
Tues 27 April | 12.30 PM - 1.30 PM AEST
Tues 4 May | 12.30 PM - 1.30 PM AEST
Tues 11 May | 12.30 PM - 1.30 PM AEST
The impact of family law on superannuation and SMSFs cannot be underestimated.
In the simplest cases, it may mean the transfer or payment of cash benefits to another superannuation fund. However, in the more complex cases, it may mean restructuring the underlying investments of an SMSF and ensuring the settlement provides an equitable result for the parties.
The family law allows couples who are separating to value their superannuation entitlements and split them as part of the settlement. The superannuation and taxation laws still apply to any split amounts until benefits can be paid from the fund to the member as lump sums or pensions. This session will examine the relevant laws as they apply to splitting benefits and any impacts of the taxation laws on fund assets and member’s benefits.
Understanding the administration of the splitting agreement, consent orders or the court order is important as any split must be made strictly in compliance with the relevant agreement or orders. Any administrator who does not follow the requirements of the split may find themselves in difficulties and consequences arising from those errors. This session will examine various splitting agreements and how to account for the valuation and transfer or disposal of assets as well as the taxation issues arising from the relevant settlement.
This stage will examine a number of settlement agreements and put what you have learnt in stages 1 and 2 to apply the superannuation, taxation and family laws. The case studies will include settlements involving percentages and flat dollar amounts as well as unusual provisions in some agreements and how to deal with them.
Tues 27 July | 12.30 PM - 1.30 PM AEST
Tues 3 Aug | 12.30 PM - 1.30 PM AEST
Tues 10 Aug | 12.30 PM - 1.30 PM AEST
The ATO's views in LCR 2021/2 on the non-arm's length income (NALI) have confused even the best in the industry.
You asked and we listened.
Feedback from advisers and accountants has been for a deeper dive into the ruling and its wide reaching implications so, in this special 2 hour masterclass your trainers will use multiple case studies that showcase real life scenarios you may face when advising your clients.
To assist with your learning, pre-webinar you’ll receive a workbook and at the end, time has been dedicated for a Q&A session.
Thurs 7 Oct | 12:00 PM - 2.00 PM AEDT
We often see missed opportunities when it comes to Exempt Current Pension Income (ECPI) in relation to investment disposals. The ATO’s approach to deemed segregation, however, can offer opportunities not widely considered.
In this special 2 hour masterclass your trainer, Anthony Cullen, will take you through strategies you can implement to maximise ECPI for your clients.
Using multiple case studies that showcase real life scenarios you may face when advising your clients, learn more about commonly misunderstood areas and their impact on ECP.
Tues 26 Oct | 12:00 PM - 2:00 PM AEDT
2 CPD points
Each 1-hour webinar is a ‘qualifying CPD activity’ and provides 1 CPD hour in the category of ‘Technical Competence’.
Note: Each year you must earn 40 CPD hours from ‘qualifying CPD activity’, 28 of which must be approved by your licensee, with the remaining 12 hours not requiring approval. Furthermore, the activity must spread across FASEA’s CPD categories, with minimum hours applicable in each category.
CPD points/hours per webinar are as follows:
|SMSF Association||1 CPD point|
|Institute of Public Accountants||1 CPE hour*|
|Chartered Accountants Australia & New Zealand||1 CPE point*|
|Tax Practitioners Board||1 CPE hour*|
|Financial Planning Association of Australia||1 CPD point|
*You should use your own professional judgement and assess whether our programme provides professionally relevant training and the appropriate number of CPD points or CPE hours. The above allocation assumes professionally relevant training and equates one hour of training with one CPD point or one CPE hour.
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