HOT TOPICS 2016 – SMSF Update

 In Hot Topics, SMSF

The first update for 2016 will be presented by Kieran Hoare on important changes in the SMSF world including considerations for pre 30 June.

Date: Wednesday 20 April, 2016
Time: 11:00 AM AEST
Speaker: Kieran Hoare, Merthyr Law’s ILP director and SMSF advisor
Duration: 30 minutes (including Q&A)

Attend the live, interactive SMSF webinar covering;

> Should any steps be taken before May 3 Budget to protect from adverse superannuation changes?

> The ATO’s safe harbour rules released on 6 April 2016 stipulate what minimum terms
the ATO would like related party limited recourse loan arrangements to be on to be
considered “safe”
– What you need to do to before June 30 to comply with these rules.
– What the risks are if you don’t comply with the safe harbour terms by 30 June

> Strategy – making lump sum payments under transition to retirement income streams
to save tax
– Discussing the strategy and the ATO’s response

> End of collectibles grandfathering period – clients with old collectibles need to act now.

> ATO’s opinion on strategy to deliberately exceed non concessional contribution caps to reduce taxable superannuation component.

> Taxpayer alert on dividend stripping arrangements involving SMSFs

> The latest superannuation death benefit dispute case – Brine v Carter

Can’t make the webinar? Register and we’ll send you a recording after the
webinar is held.

Stay tuned for our other upcoming Hot Topic webinars including;

> Changes to the unfair contract rules
Presenter: Peter Blennerhassett

> Should you consider giving assets to your kids before you die?
Presenter: Steve Grant

> Tax Update
Presenter: Tom Walrut

> Family Law Update
Presenter: Peter Pavusa

 

 

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