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The 2010 SMSF Forum

The 2010 SMSF Forum

Small Independant Superannuation Funds Association present the SMSF forum

15 September 2010 | Stamford Plaza, Brisbane

17 September 2010 | Hilton on the Park, Melbourne

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Agenda
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Sponsorship & Exhibition space

 

 

ISFA    
Small Independent Superannuation Funds Association
presents
The 2010 SMSF Forum
Wednesday 15th September, 2010 – Stamford Plaza, Brisbane
Friday 17th September, 2010 – Hilton on the Park, Melbourne

Some of the questions you will examine at the 2010 SMSF Forum will include:

  • The Federal Government’s response to the Super System Review and the Henry Tax Review
  • Superfunds and Taxation – common contraventions, early release schemes, excess contributions
  • National Tax Liaison Group Super Technical Committee Review
  • Excess Contribution – concessional contributions; penalties; limiting clauses; Commissioner discretions
  • Auditing and Compliance – effective reporting; incorrect reporting and the risk of compliance action
  • Installment Warrants – legislative changes; tax treatment amendments of installment warrants; GST
  • Estate Planning – strategies for creating tax effective wealth between generations
  • Unit Trusts – effectively using unit trusts with SMSFs
  • Innovative use of Reserves – investment reserves; self-insurance reserves; anti-detriment reserves
  • Advisor Education – ensuring on-going training and development for advisors
  • Software Integration – ensuring compliance, ease of use and continual support

Confirmed speakers include
Stuart Forsyth, Assistant Commissioner, Superannuation The Australian Tax Office

Trevor Thomas, Principal Adviser, Superannuation, Personal and Retirement Income Division, Department of Treasury
(Brisbane only)

 

Sponsorship & Exhibition opportunities
If you would like to showcase your products and services, opportunities exist for either the Brisbane, or the Melbourne event with a special package for both forums.
For further information please contact keith.barks@informa.com

 

 Exhibitor

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