Recent changes to SMSFs (and superannuation more generally)

 

 

Masterclass Topic 1 - Capital Gains Tax (CGT) relief                                                                                          
Tuesday 30 May 2017 6.30 to 8.30pm
Cost: $230 (incl gst)

(presented by Bryce Figot)
 
The CGT relief for SMSFs paying account-based pensions and transition to retirement income streams offers significant benefits. However, there are many complexities to be aware of in order to best apply the relief for clients. This session will examine:

* key rules

* traps (including the top seven instances where it’s best to not use the relief)

* strategies to maximise the value delivered to clients

Bryce Figot
Special Counsel, DBA Lawyers

Bryce is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 15 years.
He is a senior fellow at the University of Melbourne and is the subject coordinator of, the subject ‘Taxation of Superannuation’ as part of Melbourne Law School’s masters program. He is the author of the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death.
Bryce also is a regular seminar presenter on tax and SMSF topics, presenting for major professional bodies including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand, and CPA Australia.
Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. Bryce is a Specialist SMSF Advisor as well as being a Chartered Tax Adviser.

 
Masterclass Topic 2 - New contribution and pension rules                                                                              
Wednesday 7 June 2017 6.30 to 8.30pm
Cost: $230 (incl gst)
(presented by Rebecca James)

The introduction of concepts like the transfer balance cap and the total superannuation balance cause a significant change in the traditional approach to making contributions and starting pensions. This session will examine:

* what action must be taken before 1 July 2017

* key rules from 1 July 2017

* top case studies to apply to add value to clients.

Rebecca James
Special Counsel, DBA Lawyers

Rebecca is an experienced SMSF lawyer, with over ten years’ expertise in advising accountants, financial planners and trustees on superannuation and taxation law matters.
She is known for providing practical, solutions-focused advice on operating and managing a SMSF. A key focus of Rebecca’s practice involves providing strategic advice on the regulatory and taxation aspects of superannuation, including:
superannuation death benefit planning and dispute management;
taxation of accumulation and benefit payments; and
tructuring and implementing complex investment arrangements involving SMSFs.

Rebecca has presented for various organisations, including The Tax Institute and the SMSF Association. Rebecca holds a Master of Laws from the University of Melbourne as well as being a Specialist SMSF Advisor.

Masterclass Topic 3 - Changes for succession planning                                                                                         
 
Thursday 15 June 2017 6.30 to 8.30pm
Cost: $230 (incl gst)
(presented by Daniel Butler)
 
The introduction of the transfer balance cap, in conjunction with Law Companion Guideline 2017/3 (finalised on 8 May) means that many superannuation succession plans need revisiting. This session will examine:

* new rules

* case studies

* practical action to start taking now.

Daniel Butler
Director, DBA Lawyers
Dan is recognised as one of Australia’s leading SMSF lawyers complemented by his taxation and commercial expertise. He has worked predominantly in the fields of tax and superannuation over the past 30 years, is a qualified Chartered Tax Adviser, Chartered Accountant and has an MBA from the University of Melbourne.
He is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Dan regularly presents for the major professional bodies including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network.
He is a senior fellow at the University of Melbourne of the subject ‘Taxation of Superannuation’ as part of Melbourne Law School’s masters program and is a member of the ATO’s Superannuation Industry Relationship Network, the Chair of The Tax Institute’s National Superannuation Committee and is a member of the Law Institute of Victoria’s Tax Committee and is involved with a number of other tax and SMSF committees and is a Specialist SMSF Advisor.

 

VENUE
Lecture Theatre 102
Melbourne Law School
185 Pelham St
University of Melbourne,VIC, 3184
 
CONTACT DETAILS
Claudine Evans
E: claudine.evans@unimelb.edu.au
T: +61 3 9035 6419
 
 
 
 
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