Live Webinar: Property Development and SMSFs – Maximising Potential and Avoiding Traps

 

Date:  Wednesday 23rd January 2019 – Online:
Vic, NSW, ACT, Tas: 11am to 1pm 
SA:  10:30am to 12:30pm  WA: 8am to 10am 
NT: 9:30am to 11:30am  Qld: 10am to 12noon

 ABOUT THE WEBINAR
It is possible to develop property through your SMSF, but there are regulatory hurdles that need to be managed This session deals with how the fund can remain fully compliant, whilst engaged in property development. It includes:

  • When can an SMSF engage in property development?
  • Determining how the investment occurs is key
  • Navigating tax pitfalls and ATO scrutiny
  • Risks of SMSFs in related business undertakings
  • Ensuring the SMSF does not derive more income than arm’s length arrangement
  • Is running a business ok? - Ensuring rule compliance and trust deed allows it
  • Borrowing arrangements for property development
  • Using 13.22c trusts to borrow for short term development
  • Unit trusts and companies - unrelated joint venturers
  • Related party builders and service providers
  • LRBAs - can this be used in property development?
 PRESENTER
Our presenter

Phil Broderick, Principal, Sladen Legal, Melbourne

Phil heads Sladen Legal’s superannuation team. He is a member (and past member) of multiple superannuation related committees, and is a regular author and presenter.

Phil’s clients include private business owners, accountants, financial planners, self managed superannuation fund (SMSF) trustees and high and medium net worth individuals. He has acted for industry and retail superannuation funds.

Phil prides himself in providing solutions and structuring for clients in a holistic manner taking into account each client’s situation and structure. He has, on numerous occasions, successfully objected against, and negotiated with, with the Australian Taxation Office (ATO) in superannuation related matters and the Victorian State Revenue Office (SRO) in relation to state taxes matters (duty and land tax in particular).

Phil's articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has also presented at seminars and conferences conducted by The Tax Institute, the Television Education Network and various accounting bodies.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in superannuation – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBCJAN19
 Price:   $264.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.