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Register for anti detriment webinar

I am pleased to announce the next SMSF Academy InPractice webinar on “Using an anti-detriment strategy effectively within a SMSF”.

This one (1) hour webinar will work through:

  • How the anti-detriment tax saving amount is calculated, including discussing the ATO’s recent view’s on this matter;
  • Why it’s now very important to consider claiming an anti-detriment payment where a member dies;
  • How the anti-detriment amount can be ‘funded’ within a SMSF;
  • How a further tax deduction for the Future Liability to pay benefits can also be used and applied
  • Case studies to demonstrate the power of these strategies; and
  • Work through the strategy using the SMSF Academy best-practice tools (to document & implement the strategy).
Further details about this web-training event and registration can be found on The SMSF Academy website.

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2 thoughts on “Register for anti detriment webinar

  1. Hi Aaron, in relation to the webinar and anti-detriment will this include strategies for significant accounts i.e. $5M+ given the ATO’s comments at the NTLG (of which I attend on behalf of the Tax Institute) re generally counting towards concessional cap and largely funds often go over the $25K or $50K in addition to being over age 65 – thus future tax benefit can’t be used.

    • Hi Gabrielle,

      The session will cover when and where it may be appropriate, in particular in light of discussions of the March 2011 NTLG meeting around the tax saving amount be calculated on the lump sum amount paid only. The issue of the concessional contribution cap still poses an issue coming from reserves, but we will be exploring other methods that may help ‘fund’ this amount. I’ll be working on the presentation over the next couple of weeks so would appreciate any ideas to include for case studies for this session. You can email me at aarond@thesmsfacademy.com.au

      Regards,
      Aaron

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