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 Recorded Webinar: Coronavirus and SMSFs: Keeping Ahead of the Changes

 

Date: Thursday 16th July 2020
Approximate Length: 1 Hour

 ABOUT THE WEBINAR

As the economic effects of COVID-19 continue to be felt across the country, the regulatory landscape for SMSFs has also changed. This session examines the impact of COVID-19 measures on your clients and the tips and traps you need to consider. It covers:

  • $10k early access
  • Minimum pension changes
  • Related party rent adjustments, be them discounts, deferrals, or rent holidays – are they reasonable, and fair?
  • Related party LRBA terms being modified to allow the fund to reduce repayments – are they reasonable and fair?
  • Will they still permit the fund to remain in the safe harbour or not?
  • Market volatility, decreased value of assets and the investment strategy
  • Impact on in-house asset levels
  • LRBAs – loan repayment deferrals
  • The ATO’s position
 PRESENTER
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar: Coronavirus and SMSFs: Keeping Ahead of the Changes Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts, Sydney

Graeme Colley is the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs.  As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia.  At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network.  His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.

Graeme has co-authored a number of books and publications on superannuation. He lectures at the University of Western Sydney in the Masters of Commerce and at the University of NSW as an adjunct lecturer. He also has experience with a number of leading fund managers and consultants.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants advising in superannuation matters - Australia wide.

FASEA – category “Technical Competence” – 1 hour.

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



© Television Education Network Pty Ltd 2022

Product Code: WB1JUL20
 Price:  $198.00 (Inclusive of GST)
© 2022 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.