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 #83

In this video:

[How The Notional Estate Provisions In NSW Impact On BDBN's] 

The first question is about the notional estate provisions of the New South Wales Succession Act 2006. We go through the impacts of that part of the Succession Act on superannuation assets, and especially if they have a binding death benefit nomination.

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The full video includes:

2nd video: [Is A "life Interest" Considered A Lease Arrangement For In-house Asset Purposes?] 

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 In-Person Workshop in November 
Superannuation Death Benefits (3.5 Hours CPD)

After selling out the first workshop in Sep - Tax & Estate Planning for The Death of SMSF Members, based on the requests from accountants, Peter decided to run an encore session for those accountants who missed out the first workshop.

If you are in Sydney and would like to sharpen your knowledge to better service your clients, 

When & Where?
9AM - 12:30PM, 22nd November 2019 (hosted in my office in the Sydney CBD)

Live Webinar In November
SMSF Updates

Every year at Advisers Digest, we run two bi-annual SMSF Updates webinars covering all the major changes in the SMSF space within the past 6 months.

This will be our second SMSF updates webinar for the year.

Learn all about: diversification compliance in SMSF's, Non-Arms Length income, LRBA's, overdue lodgements and much more...

Plus, receive 1 hour of CPD.

When & Where?
11:00AM - 12:00PM, Thursday, 28th November 2019 (It will be an online webinar)

What's Covered?

? Coverage of all the legislative changes that have occurred in the SMSF sector over the past SIX months.
? All about the ATO's diversification letter and investment strategy compliance.
? What the ATO is doing to funds with overdue lodgement.
? Insight into changes to Non-Arms length income that have a MASSIVE impact on accountants personally.
? A run-through of LRBA changes that impact total super balances.
? Changes to Salary Sacrifice & Super Guarantee and opting out of Super Guarantee
? And much more...