What absolutely must be done for SMSF clients pre-30 June
Recorded Wednesday, 10 June 2020
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.
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
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 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.
Registerand 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.
For Offices (access for up to 10 individuals from the same firm):
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.
