$160.00 +GST
Investing in companies or unit trusts can be a great opportunity for self-managed superannuation funds (SMSFs)—but get it wrong, and the compliance risks can be costly. With SMSF Auditors and the Australian Taxation Office (ATO) closely monitorings these investments, now is the time to ensure you are on the right track. Breaches of the SIS Act and Regulations can lead to penalties, including the SMSF’s income being taxed at the highest marginal rate.
Join us for this practical and informative webinar, where Accurium’s Senior SMSF Educator, Anthony Cullen, will guide you through the key superannuation and tax compliance rules that apply when an SMSF invests in an entity. We will cover:
✔ The Sole Purpose Test: Ensuring investments align with providing retirement benefits
✔ In-House Asset Rules: What’s allowed, what’s restricted, and common pitfalls to avoid
✔ Investment Strategy Requirements: Aligning investments with your fund’s objectives
✔ Arm’s Length Rule & NALI Risks: Ensuring transactions are at market value to avoid tax penalties
✔ Income Tax Considerations: Tax treatment, CGT implications, and franking credits.
This webinar is essential for SMSF trustees, accountants, financial advisers, and tax professionals who want to ensure SMSFs remain compliant while maximising investment opportunities
Registration to this event includes:
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