Application of the in-house asset rule to SMSFs

Date/time: Tuesday 19 July 2022 12:30PM-02:00PM AEST

$180.00 +GST

In stock

Presented By
Mark Ellem
Head of Education

This webclass provides an online interactive learning experience providing you with 2.5 hours of CPD.

The in-house asset rule is the second most contravened rule reported as a proportion of total contraventions. So, when is an asset of an SMSF considered to be an in-house asset and if so, is that the breach?

In this webclass we will review the in-house asset rules, including the interaction with the prohibition on providing loans or financial assistance to members and their relatives. 

The format of the webclass will be: 

  • Presentation on the relevant rules of the webclass topic.
  • Attendees to consider the various case studies.
  • A discussion of the various cases studies; the issues identified by attendees and proposed solutions.
  • Time for attendees to ask questions related to the webclass topic.

A learning guide and the case studies will be provided at least 48 hours prior to the start of the web class for registrants to review and consider. Although not a requirement, reviewing these materials ahead of the session will aid understanding.

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Each paid ticket holder will be entitled to one ticket only to access this webclass. Each paid ticket holder will be provided with a unique session ID to join the webclass which cannot be disclosed, forwarded or distributed to any other individual without Accurium’s written consent. Only the paid ticket holder may access the webclass. No other individual will be authorised to access this webclass unless a ticket has been purchased and a unique session ID has been provided to that person. In the event of unauthorised access any additional person(s) may be held liable for additional fees associated with the unauthorised access to the webclass. Accurium reserves the right to charge any unauthorised person(s) who attend this webclass.