15th Annual SMSF Conference

The COVID-19 pandemic has created significant economic uncertainty, impacting SMSFs, the industry, and its clients. Our two day conference reflects on the evolving landscape and how clients and their advisers can best navigate the practical challenges. Conference sessions include understanding new contribution rules, compliance issues with investment strategies during a falling market, and the future use of LRBA arrangements in SMSFs. It also examines key interdisciplinary issues, including managing an SMSF with an auditor in mind, dealing with family law disputes, and the role of the SMSF in estate planning.

Our regular two day conference delivered online in four parts over four half days

Part 1: Reforms Impacting SMSFs

• Non-Arm’s Length Income and Expenses – Avoiding Pitfalls from Recent Changes

• Understanding New Contribution Rules - A Strategic Approach

• Coronavirus and SMSFs: Keeping Ahead of the Changes

Part 2: SMSFs and Investment

• The Investment Strategy – Keeping the ATO Onside

• Future Use of LRBA Arrangements in SMSFs

• Business in an SMSF: Is it Ever a Good Idea?

Part 3: Practical Challenges Impacting SMSFs

• Exempt Current Pension Income - Trips and Traps to Watch

• Death Benefits: BDBNs or Retain Trustee Discretion?

• Problem Solving the Irreparable SMSF

Part 4: SMSFs and Interdisciplinary Issues

• Managing an SMSF with the Auditor in Mind

• SMSFs and Family Law Disputes – A Methodology of Planning

• The Role of Your SMSF in Estate Planning