Live Webinar: Contributions Traps in Using LRBAs After the Super Reforms

 

Date:  Tuesday 30th January 2018 – Online:
Vic, NSW, ACT, Tas: 10:30am to 12:30pm 
SA:  10am to 12noon  WA: 7:30am to 9:30am 
NT: 9am to 11am  Qld: 9:30am to 11:30am

 ABOUT THE WEBINAR
One of the big questions post-reform is whether LRBAs are still a viable strategy for SMSFs. The ALP will abolish them if elected and the current Government is making changes to the law which will have significant implications for both super contributions and pensions.  This presentation looks at the new legislation and LRBAs generally post reform:

  • New legislation:
    • effect of LRBA on the total super balance
    • repayments and credits to the transfer balance account
    • grandfathered arrangements – what if you refinance
  • Other points to watch:
    • non-arm’s length arrangements
    • determining arm’s length consideration
    • what if you get it wrong?
  • How to unwind existing LRBAs
  • When and how LRBAs can still be useful?
    • property development ventures
    • tips and traps
 PRESENTER
Our presenter

Matt Battye, CEO & Financial Advisor, Complete Wealth, Canberra 

Analysing what can seem to be like complex issues, Matt is effective in using analogies to better explain scenarios and truths to the rest of us. This is what Matt enjoys – educating clients on the truths and debunking the commonly held (wrong) view.

Matt doesn’t believe financial advice is just about investment products like shares and property, but rather, it’s about modifying your behaviours around cashflow and the true factors around your pain.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in superannuation matters throughout Australia. 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 [CLE] 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: RBFJAN18
 Price:   $253.00 (Inclusive of GST)
© 2017 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.