smsfstrategy & tactics

starts May 2013

New for 2013

Practical strategies & tactics for better

management of SMSFs

SMSF Strategy & Tactics training day delivers the practical strategies that demonstrate what can be done – not just the rules. It offers a step by step approach to the ways you can deliver better and more practical management of your clients SMSFs.

Designed for accountants and advisers, this training day is essential for anyone talking to SMSF clients – from advisers implementing strategies to compliance accountants considering the issues that need to be addressed when preparing their client’s accounts.

Superannuation contributionsl In-specie contributionsl The new rules from 1 July

l Making sense of the capsl How they work in real lifel Utilising the caps in the most

effective way

Managing excess contributionsStrategies to relieve clients of excessive contributions tax - what and how to do it

l Using a contributions reserve – reallocating current year contributions & managing tax outcomes

l Ineligible contributions – what you have to do and when

l Legislative outs – seeking the Commissioner’s discretion

l Using the once off $10k refund opportunity

l De minimus test – the Commissioner’s administrative powers

++

Outline Maximising opportunities within the fund

Effective ways to bring money in

Using related unit trusts and companiesl The pragmatic ways and steps for using

related unit trusts inside SMSFsl SIS reg 13.22C trusts

l The opportunities and the pitfalls and how to avoid stuffing it up

l What happens when your clients - the trustees - get it wrong

Estate planning strategies and effective administrationl Estate planning strategies – what can

be done and howl Anti-detriment l Recontribution

l The non-negotiable steps you absolutely must followl Death benefit nominationsl Enduring powers of attorney l Corporate trustee shareholding and

passing control

SMSF borrowing – getting it right at the outsetl The structures and strategiesl Related party lendingl Unit related trusts and property developmentl What attracts the ATO’s attention

During the day we cover the appropriate tactics for each stage of a fund’s life - from money in, to money out, and maximising the opportunities in between.

l Maximising money coming in - Maximising contribution opportunities and avoiding excess contribution tax.

l Clever ideas for SMSF growth - Related trust investments, related party lending, etc.,

l How to take lump sums and pensions (and multiple pensions) out of a fund tax effectively.

l Tax planning opportunities pre pension - estate planning.

Essential training for anyone serious about the management of SMSFs.

6.75 PD hoursApplication for FPA CPD Points is pending

3.5/5 difficulty

Best for SMSF planners, advisers, and compliance accountants wanting to stay ahead of the curve

Bring a calculator

Life after licensing – strategies for accountants that are within the rulesWe’ll cover: l What you can advise onl Strategies for accountants that

are within the new rulesl 1 July 2013 and 1 July 2014 –

making sense of what you can and can’t do

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1800 800 232 or email joinus@knowledgeshop.com.au

to find out how Knowledge Shop helps hundreds of accounting firms every day.

Tactics for taking money outStructuring Pension planningMore than just paying a pension – how structuring can maximise the opportunities

l The recent ATO announcements - pensions post TR 2011/D3

l Multiple pensions for tax and estate planningl Isolating tax components

l Lump sum vs pensions – the best options & comparatives

l Effective pension structuresl Using carry forward losses in pension phase

Alternative transition to retirement strategiesl Traditional strategies; andl Things you might not have thought of l Non-traditional strategies to make

the most of transition to retirement pensions

Our presenterGarth McNally, Director, Hayes KnightGarth heads Hayes Knight’s Superannuation Division in Sydney. He has a wealth of knowledge and practical experience in superannuation and leads the superannuation technical support for Hayes Knight and the Knowledge Shop membership.

Garth is a specialist member of the Self Managed Superannuation Fund Professional’s Association of Australia (SPAA) and is a regular writer and speaker on superannuation issues and strategies.

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Investment

Early bird for payments received by: Melbourne, Sydney, Brisbane - 12 April 2013Perth - 14 June 2013$595 (GST incl) - Knowledge Shop Member price$665 (GST incl)

General$695 (GST incl) - Knowledge Shop Member price$765 (GST incl)

Time8:30am - 9:00am registration9:00am - 5:00pm training day

Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy where no refunds are provided for cancellations received 14 days or less of the event date. Please see www.knowledgeshop.com.au (go to ‘events & training’) for details. 0513SMSFSTW

phone | 1800 800 232 fax | 02 8916 4261 mail | GPO box 4565 Sydney NSW 2000 online | knowledgeshop.com.auKnowledge Shop Pty Ltd (ABN 90 098 682 556) is a wholly owned subsidiary of Hayes Knight Ltd. To be removed from our database please call us on 1800 800 232

SMSF strategy & tacticsdates, venues & details

Melbourne Friday, 3 May 2013Rydges Melbourne186 Exhibition Street, Melbourne

Sydney Thursday, 9 May 2013Swissôtel SydneyLevel 8, 68 Market Street, Sydney

Brisbane Tuesday, 14 May 2013Traders Hotel Brisbane159 Roma Street, Brisbane

Perth Friday, 26 July 2013Pan Pacific207 Adelaide Terrace, Perth

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