SMSF Update – Your Ultimate 2020 Review and Forecast
Start time 15 Oct 2020 1:00pm (Australia - Melbourne)
End time 15 Oct 2020 2:00pm (Australia - Melbourne)
Location Live Stream Only
Speaker Philippa Briglia, Senior Associate, Sladen Legal
Catering Not included
Designed for Legal practitioners
Product Code S20168
CPD Units:

Substantive Law: 1.0
$145.00
(includes GST)

SMSF Update – Your Ultimate 2020 Review and Forecast

1.0
15 Oct 2020 1:00pm - 15 Oct 2020 2:00pm (Australia - Melbourne)
Live Stream Only

This seminar will bring you up to date with those superannuation concepts such as the 'general' and 'personal' transfer balance cap, 'transfer balance accounts', 'total superannuation balance', 'excess transfer balance earnings' and 'retirement phase pensions' and also detail:

  • Event Based Reporting Obligations for the transfer balance cap using TBAR;
  • CGT relief options;
  • Recent succession planning changes;
  • Strategies to consider for clients;
  • Concessional and non-concessional contributions caps;
  • The 'bring forward rule';
  • Transition to Retirement Income Streams (TRIS's);
  • Division 293 tax on high income earners;
  • Other miscellaneous changes including impact of COVID-19

Attend this session to ensure you have a sound understanding of the current state of play and the potential further changes.

Presented by: Philippa Briglia, Senior Associate, Sladen Legal