Australians love property and the opportunity to invest through super has been one of the main drivers of the growth in SMSF establishments. But, there are a myriad of traps and complexities, and it’s an area high up on the ATOs hit list at both the adviser and client level.
The SMSF & Property Web Series is essential training for those who need to be fully informed about the options, problem areas and requirements to stay under the ATO radar.
We explore the common and not so common strategies available for holding property in an SMSF and the steps you must take to ensure that these strategies are compliant. And, we’ll walk through the intricacies of LRBAs including the impact on a client's total super balance and related party loans.
Plus, we’ll look at what happens when property purchases are not structured correctly, the common administration issues that can leave a fund non-compliant, and what the legislation will and won’t allow a fund to do.
10:00am - 11:15am AEST
9:30am SA & NT
1.25 PD hours per webinar
Reference notes included
Recording access for 3 months
FPA Accreditation pending
Wednesday, 9 June 2021
Wednesday, 16 June 2021
Chloe is a sought after commentator and presenter on superannuation and risk. She has a way of transforming technical considerations into practical and transferable knowledge for professional advisers.
She has over 15 years experience in the wealth and risk sectors, working with accountants and advisers to build their technical skills and refine how they deliver these services to clients.
Chloe is a former Associate Director of an SMSF Administration group before building her knowledge in risk with one of Australia’s leading and largest insurers.
Specialising in superannuation and retirement planning, Chloe is a SMSF Specialist Advisor, holds a Bachelor of Business (Finance), and an Advanced Diploma of Financial Services.
Wednesdays, 9 June 2021 & 16 June 2021
10:00am - 11:15am AEST, 9:30am SA & NT, 8:00am WA
Terms & conditions: All 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 number of participants temporarily increased to 20 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.