Agenda

Get to know your peers right from the start in this relaxed and informal speed networking session. Bring your business cards!

Stronger Super will take Australia’s superannuation system to its next stage of maturity. SMSFs need to adapt to a constantly changing landscape and the government’s SMSF reforms will help in this regard – they will improve SMSF integrity and increase community confidence in the growing SMSF sector.

Stuart will discuss the announced Stronger Super reforms and the current compliance priorities of the ATO as regulator.

Topics to be covered include:

• The new rules on collectables
• What is happening with auditor registration
• Changes to the SMSF return
• Rectification of contraventions

• Key issues emerging from the recent committee meetings
• Recent rulings and determinations

In this session we will look at the proposed changes to the contribution cap mechanisms and the treatment of excess concessional contributions. The question of why we need limits will be discussed, who should have the responsibility for monitoring the caps and what are some of the strategies that are considered as methods of mitigating the impact of the caps.

• The state of play
• Practical Tips and traps

• The new collectable rules
• Unit trusts - where are we now?
• Identifying related entities - the practical issues
• The anti-avoidance rules
• So I don’t have an in-house asset, but what other provisions should I consider?

• Understanding the life of a pension and cashing of benefits
• Current exempt pension income issues, including segregation
• Emerging issues around retirement income streams
• Multi-pension strategies – planning for now and future generations
• Anti-detriment & other estate planning considerations

• A Process versus Product Approach
• Dynamic and Buffer Strategies
• Planning Duration Progression
• Age Pension Offset, Capital Usage and Rebalancing Issues

• Tax and SMSF estate planning issues
• Options for effective estate planning

Get to know your peers right from the start in this relaxed and informal speed networking session. Bring your business cards!

Stronger Super will take Australia’s superannuation system to its next stage of maturity. SMSFs need to adapt to a constantly changing landscape and the government’s SMSF reforms will help in this regard – they will improve SMSF integrity and increase community confidence in the growing SMSF sector.

Stuart will discuss the announced Stronger Super reforms and the current compliance priorities of the ATO as regulator.

Topics to be covered include:

• The new rules on collectables
• What is happening with auditor registration
• Changes to the SMSF return
• Rectification of contraventions

• Key issues emerging from the recent committee meetings
• Recent rulings and determinations

In this session we will look at the proposed changes to the contribution cap mechanisms and the treatment of excess concessional contributions. The question of why we need limits will be discussed, who should have the responsibility for monitoring the caps and what are some of the strategies that are considered as methods of mitigating the impact of the caps.

• The state of play
• Practical Tips and traps

• The new collectable rules
• Unit trusts - where are we now?
• Identifying related entities - the practical issues
• The anti-avoidance rules
• So I don’t have an in-house asset, but what other provisions should I consider?

• Understanding the life of a pension and cashing of benefits
• Current exempt pension income issues, including segregation
• Emerging issues around retirement income streams
• Multi-pension strategies – planning for now and future generations
• Anti-detriment & other estate planning considerations

• A Process versus Product Approach
• Dynamic and Buffer Strategies
• Planning Duration Progression
• Age Pension Offset, Capital Usage and Rebalancing Issues

• Tax and SMSF estate planning issues
• Options for effective estate planning