8.00am: Registration open and networking breakfast
8.30am: Welcome and outlined of the day
8.45am: Changes affecting SMSFs: time to take stock
Start the day with an overview of legislative changes and the latest trends impacting the SMSF sector, including the latest
on the Government’s “Better targeted superannuation concessions” measure (the additional 15% tax for those with more
than $3m in super). We’ll also explore any relevant SMSF related announcements from the May Federal Budget and what
they mean for SMSF members and the wider industry.
Learning outcomes for this session:
10.15am: Morning tea and networking
10.45am: The $3 million question: If not inside super then where?
Lee-Ann Hayes & Mark Ellem
With just over two years until the first ‘test date’ for the reduction in superannuation tax concessions for individuals with a total super balance over $3 million, planning needs to be begin now. Armed with an understanding of how the measures will be applied, in this session we’ll compare holding wealth inside and outside of super and what it may mean from a taxation perspective.
12.00pm: Lunch break and networking
1.00pm: Death and taxes: strategies for reducing death benefits tax
There are only two certainties in life, and while you may not be able to avoid them, you can plan for them. With changes to the contribution rules and the interaction with being able to access benefits, pre-death opportunities to minimise the tax that may be paid on superannuation death benefits have never been more readily available. We’ll also look at some post death strategies, such as testamentary trusts, that may also impact on the tax position.
2.00pm: Retirement investment strategies: it’s not just about accumulation.
As members enter retirement it is important to ensure the SMSF investment strategy considers the impact of paying out benefits to members and the risks involved in fund investments. This session will examine how to assist SMSF trustees
create and regularly assess an investment strategy which will balance cashflow objectives with managing risks such as sequencing and liquidity risk per the requirements of SMSF investments strategies under the SIS Regulations, and how to
communicate the compliance of the SMSF investment strategy in retirement for the fund auditor.
3.00pm: Afternoon Tea and networking
3.30pm: A view from the trenches: the top questions asked
Mark Ellem, Anthony Cullen and Matthew Richardson
Accurium receive hundreds of SMSF technical and compliance questions to our Helpdesk questions over the last 12 months. Finish off the day with our experts exploring a selection of these questions as we address the issues and what solutions are available.
4.30pm: Close and networking