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SMSF Adviser Live: Compliance, contribution and planning essentials in 2020

With new regulatory requirements for advisers, changes to rules around NALI and LRBAs, and a host of recent contribution strategies coming into play, SMSF professionals may find everything they thought they knew is changing in 2020. Join a host of the industry’s best known technical minds as we preview the content of the SMSF Association National Conference 2020, which will give you everything you need to navigate the shifting sands of SMSF advice in the coming year.

This webinar will provide a summary of key topics on the SMSF Association National Conference program including:

  • The sole purpose test – recent compliance cases and what advisers and accountants need to watch out for
  • Contributions – new strategy options as the 2017 super reforms come of age
  • Succession and estate planning – issues to consider if a client loses capacity and how to plan effectively for death
  • Property – how to use it for business and residential means as regulations in this space increase
  • Advice – legal and ethical considerations for advisers in a post-FASEA world

And much, much more!

By registering for this free, live webcast, you will have the opportunity to ask live questions and receive live answers, and by watching live, you will also receive CPD!

If you would like to register for the SMSF Association National Conference, click here.

Date & Duration

November 11, 2019 11:05 am
60 minutes

Partners

Moderators

  • Sarah Kendell

    Sarah Kendell

    Deputy Editor, SMSF Adviser

Panelists

  • Bryan Ashenden

    Bryan Ashenden

    Head of Financial Literacy & Advocacy, BT

  • Louise Biti

    Louise Biti

    Director, Aged Care Steps

  • Peter Hogan

    Peter Hogan

    Head of Technical, SMSF Association

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