Seminars / Forums
Bacon, Super & Eggs Seminar & Webinar
Friday, 02 March 2018
7.30am (sharp) to 9.00am (sharp)
Venue: Hilton Hotel, Level 2, 488 George Street
Sydney NSW 2000
DEFINED BENEFIT PENSIONS AND THE NEW SUPER LANDSCAPE | Tony Negline – Chartered Accountants Australia and New Zealand
The July ’17 changes fundamentally impact defined benefit funds and benefits contributions and this session will explore the effects, especially when a client also has a SMSF. Tony will also look at how notional and defined benefit contributions are counted for concessional contributions, the changes to the taxation of pension and lump sum benefits, and how the $1.6m transfer balance cap works with these pensions.
LIMITED RECOURSE BORROWING ARRANGMENTS (LRBA) UNDER FIRE | Michael Hallinan – Townsends Lawyers
The Government has proposed that the outstanding debt of an LRBA be included in the total superannuation balance of participating members. How will this measure affect current and proposed LRBAs? Will the measure apply to refinancing of current LRBAs? Is this the last “golden summer” of LRBAs? Will interposed unit trusts be the preferred form for LRBAs going forward? Michael will consider these issues and suggest actions which SMSF advisers need to consider for both current and proposed LRBAs.
TRUSTEE COMPANY REINSTATEMENT | David Nicoll – Nicoll Legal
You discover the corporate trustee of a SMSF has been deregistered by ASIC! What do you do now? David Nicoll will discuss some of the common reasons why a company is deregistered by ASIC, how the transitions completed during the time of the deregistration are treated, available reinstatement options and their process either via ASIC or Court proceedings, and the effect of a reinstatement of the corporate trustee on the company and the assets of the SMSF.
FAMILY TRUST VESTING – CAN YOU AVOID IT, AND WHAT CAN YOU DO IF YOU CAN’T? | Brian Hor – Townsends Lawyers
If you’ve reviewed your client’s family trust deed and noticed that its “vesting date” is coming up soon, don’t panic – at least not yet! Brian will explore ways you may be able to avoid or extend it, depending on the circumstances. And if this cannot be done, then Brian will outline measures you may be able to take to help ensure that the winding up of the trust can occur as tax effectively as possible – assuming time permits!
Per: attendee $88, 2 attendees $160, additional attendees is $66
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