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Steering clear of legal issues for SMSF real estate

Investments & property

$120.00 +GST

Audience

This event is recommended for accountants and auditors working with SMSFs.

Audience

Learning outcomes

Upon completion of this event, you will be able to: 

  • Gain a comprehensive understanding of the intricate legal considerations governing SMSFs involved in property ownership and investments. 
  • Learn about the compliance obligations and potential pitfalls specific to SMSF property ownership and investments, equipping you with the knowledge to navigate these issues effectively. 
  • Benefit from the expertise of our guest, SMSF specialist lawyer Neal Dallas, as he provides practical guidance and insights to help you navigate the legal complexities of SMSF property ownership and investment, ensuring you make informed decisions within the bounds of the law. 
Learning outcomes

Relevancy

This event was recorded live 17/04/2024

Relevancy

CPD hours

This training provides 1 hour accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows:

  • Technical competence: 0.25 CPD hours
  • Regulatory compliance and consumer protection: 0.5 CPD hours
  • Tax (financial) advice: 0.25 CPD hours
CPD hours

A SIX PART PROPERTY WEBINAR SERIES THAT INCLUDES THIS WEBINAR IS AVAILABLE NOW FOR JUST $480+GST
(SAVING OVER $250 OFF THE FULL PRICE OF ALL SIX WEBINARS)

Find out more

As an accountant overseeing the financial well-being of your clients’ Self-Managed Superannuation Funds (SMSFs), you understand the vital role of compliance and legal considerations, especially when it comes to SMSF property ownership and investments. 

This webinar will explore the intricate legal landscape of SMSF property ownership and investments. You will gain a comprehensive understanding of the legal framework to provide well-rounded guidance to your clients. 

Explore the compliance obligations that are essential to ensure the smooth operation of your clients’ SMSFs. 

SMSF specialist lawyer Neal Dallas brings a wealth of knowledge and practical guidance to help you navigate complex legal issues effectively. 

Don’t miss this exclusive opportunity to upskill and provide unparalleled value to your clients. Secure your spot today and empower yourself with expert legal insights. 

Registration to this event includes: 

  • 1 hour on demand event
  • Recording available to access for 3 months after purchasing the event
  • SMSF Association accredited CPD certificate for 1 hour

Neal Dallas

Director - Legal, Business Depot

Guest speaker:

Some might say having expertise in superannuation, estate planning and tax is an eclectic mix for a lawyer. But when it comes to developing innovative solutions to help individuals and business owners continue building on the success they’ve had, Neal has found it’s the perfect combination.

Whether a client needs help with structuring and estate planning, Neal can assist. From helping prepare for unexpected life events to navigating the complexity of revenue and succession laws or advising on business structuring, he has extensive experience.

Neal has a knack for being able to grasp the complexities of a client’s situation, presenting all the options then working with them to implement what will best suit their needs.

A regular speaker at conferences and a published author, Neal is known as the ‘go-to person’ when you have a tricky question that nobody else knows the answer to! Working in with financial planners, accountants and other advisors, he helps ensure his clients protect and enjoy the wealth they’ve built, then have the opportunity to pass that on to those closest to them.

 

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Presented by

Mark Ellem
Head of Education (SMSF)
Accurium
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Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.
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