SMSF Strategy & Tactics

The strategies that make a tangible difference to client outcomes

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Practical broadly applicable SMSF Strategies
Maximising retirement savings
The SMSF client conversations you must have

The SMSF Strategy & Tactics workshop offers a step-by-step approach to better manage your clients' SMSF

We cover the appropriate tactics for each stage of a fund’s life - from money in, to money out, and maximising the opportunities in between.

Designed for accountants and advisers, this training day is essential for anyone talking to SMSF clients - from advisers implementing strategies to compliance accountants considering the issues that need to be addressed when preparing their client’s accounts.

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Dates & Details

Sydney 22 May 2019 | Brisbane 24 May 2019 | Perth 28 May 2019
 31 May 2019

8 PD Hours
SMSF Association Accreditation Pending
For Limited and Full Financial Advisers (Easton Wealth)
Merit Wealth, GPS Wealth, SMSF Expert: 6.5 CPD Hours - Total active hours: 5.5 CPD Hours - Technical competence 1 CPD Hour - General

Reference book included
Bring a calculator and jacket

What we cover

The SMSF Strategy & Tactics Workshop is essential for anyone talking to SMSF clients - from Partners / Directors, compliance accountants wanting to stay ahead of the curve to planners and advisers considering the issues that need to be addressed when preparing their client’s accounts.

Effective ways to bring money in

Superannuation contributions

  • The new work test rules for contributions - maximising client benefits
  • Contribution planning in advance (sometimes years in advance) and why it’s more important than ever
  • Member balance equalisation to manage transfer balance accounts
  • Moving balances between members efficiently and compliantly
  • In-specie contributions and joint ownership of assets
    • Making sense of the contribution caps
    • How they work in real life
    • Utilising the caps in the most

Are traditional pension strategies still viable?

  • Transition to retirement pensions – are they still viable?
  • Retirement phase TRIS vs. standard TRIS – tax outcomes you need to know
  • Accessing retirement benefits in a way that best suits your clients
  • Why turning 65 is no longer only a retirement date

Estate planning strategies & effective administration

  • What you MUST know about the ATO’s position on superannuation death benefits
  • The estate planning essentials for the current environment
    • How restructuring pensions and account balances can affect your client’s estate planning
  • Reversionary pensions? Outcomes and pitfalls!
  • The non-negotiable steps you absolutely must follow
    • Death benefit nominations
    • Enduring powers of attorney
    • Corporate trustee shareholding and passing control

How to maximise the strategic opportunities in your client’s SMSF

  • Staying on top of legislative and regulatory changes and proposals
  • Making the most of the contribution rules - estate planning
  • Tax planning opportunities pre & post pension
  • Structuring member benefits to keep as much money in a tax concessional environment
  • Paperwork, paperwork, paperwork – the critical areas where things go wrong!

Maximising opportunities within the fund

  • Property ownership inside SMSFs
  • LRBAs – moving away from traditional limited recourse borrowing arrangements
  • Direct or through interposed entities – what’s right for your clients?
  • Property development - what’s really allowed

Structuring pension planning

  • More than just paying a pension – how structuring can maximise the opportunities
  • Effective pension structures
  • Planning for tax components to be held in the right account – pension or accumulation
  • To segregate or not to segregate, that WAS the question – but where to now for ECPI?

Pre year-end client conversations you must have!

  • Contributions, pensions and lump sums – it’s all in the paperwork
  • Last year’s fund issues should not be next year’s ATO issues!
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Our Presenter

Garth McNally
Garth McNally, National Training & Education Director, Merit Wealth

Garth has a wealth of knowledge and practical experience in superannuation. He is adept in the compliance requirements for practitioners, the technical requirements of the laws and regulations, and the very real impact on clients.

Often referred to as the ‘super man’, Garth is a recognised and in-demand presenter in the field. He is a specialist member of the SMSF Association and a regular writer and speaker on superannuation issues and strategies for the leading professional bodies and the Easton Investments group of companies - Knowledge Shop, Merit Wealth, and GPS Wealth.

Garth McNally is an Authorised Representative (No.237620) of Merit Wealth Pty Ltd.


Early Bird

Per person
For payments received by 12 April 2019
  • $595 - Member
  • $665 - Non-member
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Per person
For payments received on or after 13 April 2019
  • $695 - Member
  • $765 - Non-member
Not a member? Find out more
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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 available for cancellations received 14 days or less of the event date under any circumstances. No credits are available less than 4 days prior to the event under any circumstances.

Venues & Times

Wednesday 22 May 2019
Pullman Sydney Hyde Park
36 College St, Sydney

Friday 24 May 2019
Brisbane Hilton
190 Elizabeth St, Brisbane

Tuesday 28 May 2019
Duxton Hotel Perth
1 St Georges Tce, Perth

Friday 31 May 2019
Rendezvous Hotel Melbourne
328 Flinders St, Melbourne

All workshop sessions
8.30am Registration
9.00am - 5pm Workshop

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