Join us for a discussion of topical issues in superannuation, which we will cover in two parts:
Cost of Operating an SMSF Research Findings
Part 1 of the webinar will comprise a presentation by our guest speaker, Peter Burgess, Deputy CEO, Director of Policy & Education of the SMSF Association, which will outline the key findings of the recently undertaken research on the cost of operating an SMSF, including materials available to be used by advisers in their practices.
SMSF Technical Update
In part 2 of the webinar, Topdocs’ National Manager for Training and Advice, Michael Harkin, will provide an update on a range of technical issues which are either currently impacting SMSF trustees and their advisers, or potentially will impact in future, including:
- Legislative update
- 6 member SMSFs
- Transfer balance cap indexation
- Potential legacy pension changes
- Spouse contributions - age limits
- Non-concessional contributions and the bring forward rule
- SMSF engagement letter inclusions
- Unit trust investment considerations
- Flow-on effect of Auditor independence requirements
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