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 #87

In this video:

[Appropriate Structures For Arms Length Partners To Develop Property In SMSF] 

The first question is regarding two unrelated partners who wish to develop a property and want to use superannuation money to do it where they will need borrowing. What are they structuring options around that?

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The full video includes:

2nd video: [What Are The Valuation Requirements & Stamp Duty Rates For A Transfer Of NSW Property To An SMSF?] 

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In-Person Workshop This Week
Superannuation Death Benefits (3.5 Hours of CPD)

What's Covered?

? The laws surrounding payment of death benefits
? Summary of relevant court cases
? Death benefit nominations
? Insurance issues
? Taxation of death benefits
? Tax planning for death benefits
? Case studies & strategies that you can apply to help save your clients hundreds of thousands of dollars.

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

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

Live Webinar In November
SMSF Updates (1 Hour of CPD)

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...

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)