®

SMSFStrategy & Tactics

Super reform changed the game plan.

Master the strategiesfor the new

environment.

The practical strategies that demonstrate what

your clients can and should be doing in their

SMSF - right now.

The SMSF Strategy & Tactics training day offers a step-by-step approach to better managing your client’s SMSF.

Designed for accountants and advisers, this training day is essential for anyone talking to SMSF clients - from advisers implementing strategies to compliance accountants considering the issues that need to be addressed when preparing their client’s accounts.

Superannuation contributions post 30 June 2017l Contribution planning in advance is now

more important than ever l Member balance equalisation to manage

transfer balance capsl Moving balances between membersl In-specie contributions and joint

ownership of assetsl Making sense of the contribution capsl How they work in real lifel Utilising the caps in the most

effective way + +Outline

Are traditional pension strategies still viable? Maximising

opportunities within the fund

Effective ways to bring money in

Property ownership inside SMSFsl Direct or through interposed entities –

what’s right for your clients?l Property development - what’s really allowed

l What you MUST know about the ATO’s position on death benefits

l The estate planning essentials to manage super reforml How restructuring pensions and account

balances can affect your client’s estate planning

l Reversionary pensions? Outcomes and pitfalls!

l The non-negotiable steps you absolutelymust followl Death benefit nominationsl Enduring powers of attorneyl Corporate trustee shareholding

and passing control

Estate planning strategies & effective administration

Transition to retirement pensions – are they dead?l Retirement phase TRIS vs. standard TRIS

– tax outcomes you need to knowl Why turning 65 is no longer only a

retirement date

During the day we cover the appropriate tactics for each stage of a fund’s life - from money in, to money out, and maximising the opportunities in between.

l Making the most of the new contribution rules - estate planning

l Tax planning opportunities pre & post pension

l Structuring member benefits to keep as much money in a tax concessional environment

8 PD hoursSMSF Association accreditation points pending

3.5/5 difficulty

Essential training for anyone serious about the management of SMSFs.

Best for Partners / Directors, compliance accountants wanting to stay ahead of the curve, planners and advisers.

Bring a calculator+Not a Knowledge Shop

member? Contact Julie on

1800 800 232 or email joinus@knowledgeshop.com.au

to find out how Knowledge Shop helps thousands of accountants every day.

Pre year-end client conversations you must have!l Contributions, pensions and lump

sums – it’s all in the paperworkl Last year’s fund issues should not be

next year’s ATO issues!

“If there was one training session you need to do, it’s this one!”Melbourne 2017 participant

How to maximise the strategic

opportunities in the new superannuation

environment

Structuring pension planningMore than just paying a pension – how structuring can maximise the opportunities

l Effective pension structuresl Planning for tax components to be held in

the right account – pension or accumulationl To segregate or not to segregate, that

WAS the question – but where to now for ECPI?

Our PresenterGarth McNally, National Training & Education Director, Merit Wealth

Garth has a wealth of knowledge and practical experience in superannuation. He is adept in the compliance requirements for practitioners, the technical requirements of the laws and regulations, and the very real impact on clients.

Often referred to as the ‘super man’, Garth is a recognised and in-demand presenter in the field. He is a specialist member of the SMSF Association and a regular writer and speaker on superannuation issues and strategies for the leading professional bodies and the Easton Investments group of companies - Knowledge Shop, Merit Wealth, and GPS Wealth.

Garth McNally is an Authorised Representative (No.237620) of Merit Wealth Pty Ltd.

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SMSF Strategy & TacticsDates & Details

Phone | 1800 800 232 Fax | 02 8916 4261 Mail | GPO box 4565 Sydney NSW 2001 Online | knowledgeshop.com.auKnowledge Shop Pty Ltd (ABN 90 107 532 945) is an Easton Investments company. To be removed from our database please call us on 1800 800 232.

Investment

Early bird For payments received byFriday, 20 April 2018$595 - Member$665 - Non-Member

General$695 - Member$765 - Non-Member

Brisbane Friday, 18 MayBrisbane Hilton190 Elizabeth St, Brisbane

Sydney Friday, 25 MayRadisson Blu Plaza Sydney27 O’Connell St, Sydney

Melbourne Tuesday, 29 MayMercure Melbourne Treasury Gardens13 Spring St, Melbourne

Perth Thursday, 31 MayDuxton Hotel1 St Georges Tce, Perth

Time8:30am - 9:00am registration9:00am - 5:00pm training day

Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for cancellations received 14 days or less prior to the event date. Please see knowledgeshop.com.au/training for details.

Register onlineknowledgeshop.com.au