Recorded Webinar: Creative Ways of Getting Money into an SMSF

 

11th May 2018

Duration:  approx. 2 hours– Online: 
Vic, NSW, Qld, ACT, Tas: 11am to 1pm 
SA & NT:  10:30am to 12:30pm 
WA: 9am to 11am 

 ABOUT THE WEBINAR
Innovative ways of getting money into super is the aim and this session looks at the available options in a post super reforms landscape. This session takes a practical look at long-term strategies available to members wanting to get money into super, without necessarily relying on the contribution rules. It includes:

  • Maximising concessional contributions efficiently
  • Personal non-concessional contributions into the spouse’s super - the right way to do it
  • Accessing a temporary higher cap
  • Understanding the intersection of the bring forward rule and the transitional cap
  • Topping up non-concessional contributions – getting the mix right
  • Why two super accounts may be a good idea – keeping flexible during times of change
  • Use of arm’s length LRBAs - ATO’s Determination TD 2016/16
  • Use of Division 7A loans
 PRESENTER
Our presenter

David Henriksen, Director, PKF Australia, Sydney and Newcastle

David specialises in assisting high wealth clients to get the most out of their SMSFs by identifying strategies to meet their goals and provide peace of mind.

David has worked within the superannuation industry for over 11 years, and is a leader within the PKF Australia network. He actively seeks to build and maintain positive relationships with his clients and their referrers, whether that be other accountants or financial planners, to ensure the best outcomes are achieved.

David and his team provides clients with quality superannuation fund strategic advice and administration solutions. He has a deep understanding of the strategy and legislation around superannuation, ensuring that he and the PKF Superannuation team find the right mix for his clients’ financial success.

Since commencing his career as an accountant, David has completed a Bachelor of Business, Diploma of Financial Planning (RG146) and is a member of Chartered Accountants Australia and New Zealand (CAANZ). David is also an accredited SMSF Special Adviser (SSA) with the SMSF Association.

 WHO SHOULD ATTEND?

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

 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
Product Code: WBKMAY18
 Price:  $253.00 (Inclusive of GST)
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