HOT TOPICS 2016 – SMSF Update
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
– 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