SMSF Year End Planning Essentials 2020

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

Recorded Wednesday, 10 June 2020

Individual Recording

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.

Individual Recording
Office Recording
Member Recording 

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
Individual Recording
Office Recording
Member Recording 

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

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.

 

How to access the recording

  1. Knowledge Shop members, access your discounted pricing by logging into the Knowledge Shop member website and registering. More on membership.
  2. For Individuals:
    • Register and we will email you your access details to Knowledge Shop's IQ platform (generally within 24 - 48 hours).
    • Your recording and any successive recordings you purchase will display on your personal profile.
  3. For Offices (access for up to 10 individuals from the same firm): 
    • Register and 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.
  4. 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.