Live Webinar: CGT Assets in Super Funds: Is it Time to Reset the Cost Base?


Date:  Wednesday 6th September 2017 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 5pm  
SA & NT 2.30 to 4.30pm 
WA 1pm to 3pm

The CGT transitional arrangements are designed to ensure only capital growth post the new transfer balance cap is taxed. But you have to get them right and you have to make appropriate elections.  This is an area where you don’t want to make a mistake:

  • Transitional CGT relief - the cost base reset
  • Which assets are eligible?
  • Preconditions on application – the fund must be in pension phase
  • The requirement for assets to be held prior to 9th November 2016
  • The need for the fund trustee to make an election to choose the relief
  • Timing of the election
  • Applying the relief – the segregated and unsegregated fund
  • SMSFs using the segregated or proportionate method – what is required?
  • Obligations of trustees to be eligible for cost base reset
  • The anti-avoidance provisions and the cost base reset – how do they interact?
  • Notional gain and the cost base reset
Our presenter

Lyn Formica, Director, McPherson Super Consulting, Brisbane

Lyn Formica is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries.

Lyn’s focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation related strategies.  She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland.

With over 20 years experience in superannuation and the administration of self managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as SPAA).


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


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  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.

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:

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: RBDSEP17
 Price:   $253.00 (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.