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.
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.
*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.