The SMSF Residency Minefield

The issues, solutions & the safe harbour

Friday, 21 February 2020

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Identifying when there is an issue
The options to manage impending and existing residency issues
Effective use of the safe harbour rules

The residency, compliance and tax rules for SMSFs are all directly linked. When it comes to managing residency, strict timeframes and processes must be adhered to avoid the fund being deemed non-compliant and stripping close to 50% of its value.

If you have an SMSF client with a member looking to move overseas (or who already has), then there are certain steps that need to be put in place. This webinar is designed to take you through what you absolutely must do and the implications of different actions.

We help you identify when there is an issue, what options exist for managing impending or existing issues, and how to effectively utilise the safe harbour.

This webinar is best for all accountants and advisers working with SMSF clients – this is really something everyone working with SMSF clients needs to know.

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What we cover

This practical webinar covers 
  • Working with the definition of an Australian Superannuation Fund and the practical effect of the 3 key requirements
  • How the temporary absence rules apply in real life scenarios
  • What if one spouse leaves and one stays? The rules around “division of central management and control”
  • Who should really be making the decisions about the fund and its operations and what attracts regulator attention?
  • Utilising alternative structuring options
  • Contributions and rollovers – the rules and why they are so important!
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Natalie Scott

Superannuation Adviser, Knowledge Shop

Natalie has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs (and wants!).

She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice.

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.

Natalie Scott
Natalie Scott
Superannuation Advisor, Knowledge Shop

Friday, 21 February 2020

12:00pm - 1:00pm AEDT in ACT, NSW, TAS & VIC
11:30am SA | 11:00am QLD | 10:30am NT | 9:00am WA

Members

  • $195 Individual access
  • $350 Office access*
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Non-Members

  • $235 Individual access
  • $390 Office access*
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Terms & conditionsAll 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.

*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).