|Wednesday 28 August 2019|
|5:30pm - 7:00pm||Welcome Drinks Reception (additional cost)|
|Thursday 29 August 2019|
|8:30am - 9:00am||Registration - Noosa Sound Room|
|9:00am - 9:15am||Welcome|
|9:15am - 10:15am||
Establishing & Winding Up an SMSF – Shirley will review the current state of play with regards to providing SMSF advice, when accountants can provide advice, ASIC & regulatory views and the practical implications of this.
|10:15am - 10:30am||Morning Tea|
|10:30am - 11:30am||
Top 10 SMSF Questions that clients ask
|11:30am - 12:30pm||
Raising Stress Resilience
This education has a positive influence on you as a community and client role model, and in your ability to understand the areas your clients may be challenged and at risk.
|12:30pm - 1:15pm||Lunch - Arcuri Restaurant|
|1:15pm - 2:15pm||
ATO presents – Dana Fleming, ATO representative, will review current SMSF matters on the ATO’s agenda.
Exact content to be determined by ATO
|2:15pm - 3:00pm||
SMSF Audit – Shirley will examine how you and your clients can make the audit process as smooth as possible
|3:00pm - 3:15pm||Afternoon Tea|
|3:15pm - 4:45pm||
Investing inside SMSF – Shirley will examine the SMSF investment rules & restrictions.
Investing inside SMSF – Shirley will examine the SMSF in house asset (IHA) rules in detail
|6:00pm - 7:30pm||Additional Activity; Canape Creation Course – Poolside Lawn|
|7:30pm - 9:30pm||Retreat BBQ Dinner and Drinks – Terrace|
|Friday 30 August 2019|
|8:45am - 9:00am||Registration - Noosa Sound Room|
|9:00am - 10:30am||
Contributions to Super – Shirley will explain the different types of contributions to super and how monies and assets can be contributed.
Contributions to Super (cont.) – Shirley will review the tax implications of superannuation contributions & excess contributions
|10:30am - 10:45am||Morning Tea|
|10:45am - 12:15pm||
Accessing SMSF Benefits - Pensions – How to get the most of your SMSF.
Mark will revise the various conditions of release for accessing super and whether there are any restrictions on the way a person’s super can be accessed. This will include consideration of why you need to focus on fund members aged 60 – 64.
There will also be a review of the rules for account based pensions and transition to retirement income streams and what is required when a member with a TRIS meets a condition of release or turns 65. Various pension strategies will also be covered in this session to maximise a fund’s claim for ECPI, create TBC gap and to equalise member balances for the TBC.
|12:15pm - 1:00pm||Lunch - Arcuri Restaurant|
|1:00pm - 2:00pm||
SMSF Estate Planning – Shirley will review the key issues that you need to discuss with your clients to make SMSF estate planning go smoothly.
|2:00pm - 3:00pm||
SMSF Audit – Horror Stories & What can go wrong. Shirley will provide practical examples of what can go wrong in a SMSF and the consequences of the contraventions
|3:00pm - 3:30pm||
General Q&A with Shirley
To learn more about our speakers, click here.