Weekly SMSF Video Series for Accountants and Financial Advisers

Learn how to tackle tricky enquiries and help your clients.

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Our weekly technical videos are created for accountants to assist their clients with self-managed super matters.

The information we share here is NOT available to the general public.

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Advisers Digest #69

In this video:

[Retired Members Want To Move Into The Property Owned By Their Fund ] 

This question is around a superfund with two members in pension phase, who wish to move into the major asset of the fund which is a property that they own. They are now in pension phase, meaning it's all tax free. But of course, a pension can't be paid other than in cash. So what are the tax consequences of commuting the property back and then distributing it out to the members.

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The full video includes:

2nd video: [Trust Wants To Sell Part Of A Subdivided Property To Their Fund ] 

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Upcoming Event in August 

Tax Planning for The Death of SMSF Members

It will be spread over three 1-hour sessions at 11AM (Sydney time) 

11AM, Thursday 22nd of August (AEST)
11AM, Thursday 27th of August (AEST)
11AM, Thursday 5th of September (AEST)

Do you know enough when it comes to death benefits matters?

Peter Johnson will be hosting an online Death Benefits Masterclass.

Learn about all the ins-and-outs when it comes superannuation death benefits.

Earn up to 3 hours of CPD. 

Peter  will be covering the laws and taxation around death benefits.

And he will go though case studies and strategies that you can apply today to save your clients hundreds of thousands of dollars!

If you are unable to attend live, recordings will be available after the sessions. 

Upcoming Event - Tax Training Day 2019

Sign up for our next session, taking place in September!

It's a fun event that you get to learn the tax updates from the past quarter and special topics from the leading experts in the industry..

Plus you can gain up to 7 hours of relevant CPD!

Max. 50 attendees