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.
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!
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
Superannuation Adviser, Knowledge Shop
Register
Individuals
$195 Member $235 Non-member
Office
$350 Member* $390 Non-member*
*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.
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Your recording and any successive recordings you purchase will display on your personal profile.
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Registerand we will contact you to organise login details for your nominated staff members (generally within 24 - 48 hours).
You can also nominate a supervisor from your firm who will be able to see who has completed the webinar and where applicable, their quiz scores.
Your recording will be available for 3 months from the date of purchase and can be viewed as many times as the registered person likes within those 3 months. Once watched, your PD hours will be recorded on the personal profile of the participant.
Terms & Conditions All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for webinar recordings once the Knowledge Shop IQ platform has been accessed. Refunds are only possible if the webinar recording has not been accessed.
