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SMSF Residency Minefield Webinar

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Because the SMSF residency, compliance and tax rules are all directly linked

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

A Live Instructor Led Webinar

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. The SMSF Residency Minefield 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 temporary absence rules.

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.

Register Me

AU $195 members
AU $235 non-members

Register Me

Register Team*

AU $520 members
AU $595 non-members

Register Team*

Knowledge Shop members, login for the discounted rate.

Total 1 CPD Hour

Details

Recorded: 7 November 2022

SMSF Association accredited for 1 CPD hour (PETKS221107)

  • 0.5 Regulatory compliance and consumer protection
  • 0.5 Tax (financial) advice

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 20 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

This practical webinar covers:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • 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!

Our presenter

Superannuation Adviser, Knowledge Shop

Natalie Scott

Natalie ScottNatalie 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.

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.