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SMSF: Crypto, Cars & Collectibles Webinar

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The investment decision, acquisition and management of unusual assets in an SMSF

How to safely acquire uncommon assets in an SMSF
Compliance going in, during, and on disposal
The ethical response to “should these assets even be in super?”

A Live Instructor Led Webinar

Wine, trail bikes, fish, NFTs... the list of assets that trustees seek to acquire in their SMSFs is limitless.

SMSFs provide greater freedom and flexibility for trustees to invest in a wider range of assets than traditional retail or industry funds. However, investing in unusual assets inside an SMSF can be complicated and restrictive compared to holding these assets outside of super. The SIS Act overlays a series of requirements and restrictions to ensure that retirement remains the purpose of the fund.

So, where does that leave advisers and accountants with trustees keen to pursue personal tastes, trends and insights? The SMSF: Crypto, Cars & Collectibles webinar explores the fund metrics that determine whether an uncommon asset should be acquired within an SMSF, the tax consequences, acquisition, ongoing compliance and requirements, and disposal.

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AU $195 members
AU $235 non-members

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Register Team*

AU $520 members
AU $595 non-members

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Knowledge Shop members, login for the discounted rate.

Total 1 CPD Hour (est.)

Details

Recorded: 19 April 2023

SMSF Association accreditation pending

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 15 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

The SMSF: Crypto, Cars & Collectibles webinar walks you through the ownership of unusual assets in an SMSF using real life scenarios to explore the hurdles trustees face, the compliance issues that often arise, and the appropriateness of these assets in super.

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • The entry point: the steps for assessing assets appropriateness
    • Acquisition checklist
  • The investment vehicle: does an SMSF deliver the best outcome?
  • Section 62: Application of the sole purpose test
  • Getting the investment strategy right for unusual investments
  • Management of unusual assets within an SMSF
    • Valuation issues and resolutions
  • Correcting breaches: When the asset needs to be removed
  • Insights into the ‘personal use’ trap

Our presenter

Head of Education and Professional Development, Diverger

Chloe Foster

Chloe WardChloe is a sought after commentator and presenter on superannuation and risk. She has a way of transforming technical considerations into practical and transferable knowledge for professional advisers.

She has over 15 years experience in the wealth and risk sectors, working with accountants and advisers to build their technical skills and refine how they deliver these services to clients.

Chloe is a former Associate Director of an SMSF Administration group before building her knowledge in risk with one of Australia’s leading and largest insurers.

Specialising in superannuation and retirement planning, Chloe is a SMSF Specialist Advisor, holds a Bachelor of Business (Finance), and an Advanced Diploma of Financial Services.