SMSF Year End Planning Essentials 2020

What absolutely must be done for SMSF clients pre-30 June

Wednesday, 10 June 2020

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COVID 19's impact on SMSF
Pre-30 June checklist - what needs to be done now!
Protecting you and your firm while protecting your clients
Planning ahead for FY 2021

2020 will be an unusual year for many SMSFs.

The SMSF Year End Planning Essentials 2020 Webinar covers the essential pre 30 June year-end planning issues you need to have in place for your clients.

We identify the areas of opportunities, how to avoid penalties, and the areas to be actioned now. And, the essential steps to manage any COVID-19 related issues.

Can't attend live? Just register as usual and you'll receive access to the recording for 3 months.

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What we cover

This practical webinar covers:

  • How COVID-19 impacts SMSFs in 2020
    • The early release of superannuation process
    • The implications and management of rent relief to tenants, and
    • The 50% reduction in minimum pension requirements
  • Meeting the pension standards before it is too late
    • What must occur before 30 June so your clients don't lose their tax-free status!
  • How to protect you and your firm while also protecting your clients
    • Areas of review, admin & advice landing professionals in court

 

  • Contribution reviews & strategies
    • Opportunities to utilise the carry forward concessional contribution cap for your clients, and
    • How the proposed increase in work test and bring forward rules to age 67 will affect current strategies
  • In-house asset review
    • COVID-19 and the impact on in-house assets
    • What needs to be done if market fluctuations cause the fund to exceed the 5% in-house asset limit
    • Actions required to avoid the forced sale of fund assets
  • Pre-audit review and rectification:
    • Covering off on last year's issues before it's too late
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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

Wednesday, 10 June 2020

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

Members

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

  • $235 Individual access
  • $390 Office access*
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Office Register

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 participants per office location temporarily increased to 20). 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 Windows 7 - Windows 10, Mac OS X 10.9 (Mavericks) - macOS Catalina (10.15) Linux, Google Chrome OS, Android OS 5 (Lollipop) - Android 9 (Pie), iOS 10 - iOS 12, Windows Phone 8+, Windows 8RT+
  • Web browser Google Chrome (most recent 2 versions), Mozilla Firefox (most recent 2 versions)
  • Mobile iPhone 4S or later, iPad 2 or later