SMSFs & Property
Web Series

9 June & 16 June 2021

 

Register Me
SMSFs & Property Web Series

An essential guide to the options, structures and strategies for property ownership in an SMSF.

Getting the structure of property purchases right
Understanding the intricacies of LRBA arrangements
Complexities of related and unrelated unit trusts for property development

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.

Register Me
Register Office

Knowledge Shop members, login for your discounted member rate.

Wednesdays: 9 June & 16 June 2021

10:00am - 11:15am AEST
9:30am SA & NT
8:00am WA

1.25 PD hours per webinar
Reference notes included
Recording access for 3 months

FPA Accreditation pending

What we cover

Webinar 1

Wednesday, 9 June 2021

  • Property acquisition
    • Unrelated parties - getting the fundamentals and timing right
    • Related parties and business real property
    • Where it can all go wrong - the traps to avoid
  • Structuring lease agreements, managing commercial terms, and ensuring existing COVID impacted agreements are compliant
  • The when and how of market valuations for rent and disposal
  • 'Audit proofing 'acquisition of overseas property 
  • Stamp duty concessions
  • Structuring to enable property development inside an SMSF

Webinar 2

Wednesday, 16 June 2021

  • The who, what and how of LRBAs - setting up the structure correctly and the flow on impacts across the an SMSFs lifecycle
  • Related party loans and safe harbour
  • Maintenance vs property improvement and when the nature of an asset changes
  • Related and unrelated unit trusts - when to use, the requirements, and where it can all go horribly wrong
  • Non-arm's length income (NALI) & non-arm's length expenditure (NALE) and when can they occur
    • The latest guidance on NALE and the practical problems

Our presenter

Chloe Ward R

With Chloe Ward
National Superannuation Technical Manager
Easton Wealth

Linkedin logo

 

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.

Investment

Wednesdays, 9 June 2021 & 16 June 2021
10:00am - 11:15am AEST, 9:30am SA & NT, 8:00am WA

Member

Reference notes and recording access for 3 months

  • $330 Individual access
  • $595 Office access*
Member Register

Non-Member

Reference notes and recording access for 3 months

  • $400 Individual access
  • $665 Office access*
Register Me
Register Office

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.