Sessions Subjects Speakers .pdf
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0815 – 0845 REGISTRATION
1130 - 1230 STUART FORSYTH,
DIRECTOR, MCPHERSON SUPER CONSULTING
0845 – 0900 OFFICIAL WELCOME
ensions are an ongoing ATO compliance focus and
were the subject of an overhaul in the federal budget.
What are the technical strategies and compliance
hurdles you need to be aware of for the road ahead?
0900 – 1000 PETER BURGESS, GENERAL
MANAGER – TECHNICAL SERVICES AND
comprehensive update on the SMSF legislation and
policy front, and what to expect in the year ahead.
An examination of recent ATO rulings, interpretative decisions
and other announcements impacting on the SMSF sector.
Budget reform update - latest developments, roadblocks,
SMSF advice integration issues and the probable
Emerging, little-known and topical SMSF technical strategies.
1000 – 1100 CRAIG DAY, EXECUTIVE MANAGER –
TECHNICAL SERVICES, COLONIAL FIRST STATE
his interactive session will explore the important
SMSF issues that professionals are often unaware of
in relation to clients moving overseas, as well as what
happens when they return to Australia. Delegates will be
presented with a range of case studies to identify traps
and strategic solutions.
Central management and control – what is it, where is it and
how long can clients be away?
The active member test and analysis of when a
member is a contributor.
Common traps and pitfalls of bringing super back from
overseas, especially from the UK into an Australian
1100 – 1130 BREAK
Saving tax by a lump sum election: not just transition to
retirement pensions? What can we do, how does it work
and what is changing? What are the real issues with this taxeffective strategy? Do you need a PBR?
Exempt current pension income: it appears there will be
change, so will the politicians cap the balance or cap the
exemption? We explore the consequences of the options and
strategies that may assist your clients.
Transition to retirement pensions: still a viable strategy? What
is retirement and why might it matter more?
1230 - 1330 LUNCH
1330 - 1430 DANIEL BUTLER, DIRECTOR,
imited recourse borrowing arrangements (LRBAs)
have a new set of terms and conditions, and this
session is designed to bring you up to speed, including:
Feedback on the ATO’s safe harbours in PCG 2016/5 and the
clarifications that have since been issued.
How to benchmark and document LRBAs for units in unlisted
trusts, as well as private company shares (outside the safe
What to really look out for when reviewing related party LRBAs,
and the issues banks and ATO auditors typically uncover.
What LRBA strategies should you be pursuing, in view of recent
super reform measures?
1430 – 1530 CLINTON JACKSON,
PARTNER, COOPER GRACE WARD LAWYERS
Estate Planning: Beyond the basics: effective estate
planning in the age of digital documentation
What are the new and growing areas of litigation with SMSFs
and estate planning?
Where does your liability lie? How to avoid both common and
emerging documentation pitfalls.
Addressing the myths: commonly recommended documents
and strategies that aren't always watertight.
1530 - 1600 AFTERNOON TEA
1600 – 1700 KELLIE GRANT, DIRECTOR (A/G), SELFMANAGED SUPER FUNDS TRUSTEES PORTFOLIO,
SUPERANNUATION, AUSTRALIAN TAXATION
OFFICE (MELBOURNE SESSION)
KASEY MACFARLANE, ASSISTANT
COMMISSIONER, AUSTRALIAN TAXATION OFFICE
(SYDNEY & BRISBANE SESSIONS)
Exclusive insights into what the regulator is targeting
and planning for the SMSF sector immediately and in the
long term, plus a live Q&A.
The ATO’s SMSF compliance agenda for 2016-17 and beyond,
including problem areas and emerging areas of focus.
Gain insight into the progression of new and upcoming rulings
The ATO answers your questions live!
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