With the self-managed super fund landscape continuing to evolve, it is important that education and training reflects the changing nature of technical and regulatory issues. With this in mind, the Changing Face of SMSF webinar (previously the SMSF quarterly wrap) provides professionals with up-to-date information about legislative change from Government and the from Regulators. Webinar outline: In … Continue reading »
Join me for the next SMSF Quarterly Wrap webinar, where in this one hour session I will be discussing at the latest technical and regulatory issues impacting self managed super funds. The last quarter has been another busy one for SMSFs with changes announced from the Mid-Year Economic & Fiscal Outlook (MYEFO), in particular around … Continue reading »
Keep up-to-date with the latest technical and regulatory issues impacting self-managed super funds with the “SMSF Quarterly Wrap”. The last three months has seen a range of important information or changes impacting SMSFs including: The ATO releasing their compliance program and key target areas for SMSFs; new requirements for SMSF trustees from 1 July 2012 … Continue reading »
There is a growing focus on retirement income streams within SMSFs, in particular with the tax advantages available at both the fund and member level. The Simpler Super reforms have opened up a range of strategies to for advisers and their SMSF members to consider, along with fluctuating market conditions. Join me for this … Continue reading »
Many people within the super industry have been moving uncomfortably in their chairs since the Government filtered out of news of an additional level of contributions tax on high income earners (greater than $300,000). This nervousness is justified as it is again another example of going for an easy revenue grab when confidence and stability … Continue reading »
The SMSF Academy is pleased to announce its next SMSF webinar on Family Law & SMSFs. This session includes Accredited Specialist in Family Law, Melissa Cantwell as a guest panelist. Melissa will discuss key issues of family law when dealing with SMSFs and the important role of the advisor when dealing with payment splitting of … Continue reading »
As we approach the end of the financial year, it is important to focus on the various planning opportunities that are available for members of self-managed super funds. As both trustees and the broader SMSF industry place a greater focus on the quality advice, being able to effectively deliver strategies in the lead up to … Continue reading »
The 2012 year is going to be a significant one for the SMSF industry, so it is important that you keep up-to-date with the latest issues, news, and changes impacting self managed super funds. The SMSF Academy is pleased to announce the first webinar for 2012, the SMSF Quarterly Wrap. This is a new addition … Continue reading »
With 2011 representing the first year in which baby boomer’s can qualify for the Age Pension (born in 1946), retirement income streams are growing in importance for many Australian’s looking towards the next stage of their lives. According to well-known demographer, Bernard Salt, “Baby Boomers will never retire. Their parents retired; old people retire; obsolete … Continue reading »
I am pleased to advise that the next SMSF InPractice Webinar will be on the hot topic of Limited Recourse Borrowing Arrangements. With the recent release of the much publicised draft SMSF Ruling, SMSFR 2011/D1, this webinar is not to be missed as we explore the impact of the Commissioner’s changing views surrounding some of the key … Continue reading »