Please book me for seminar on
Seminar :
SMSF Strategies Workshop - Limited Seats available
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Venue : SS&A Albury Club
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Date :
29-Jul-2025
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Timings :
08:30 am
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01:30 pm
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The fee for seminar is $55Incl. GST and is tax deductible(Plus
Travel).
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Topics
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- When & How to commence a pension from an SMSF
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- Spouse Equalization strategies
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- Death of a member whilst in pension phase - Transfer Balance Account issue
Proposed Agenda
08:30 am to 9:00 am - Registration & Arrival Tea/Coffee
09:00 am to 10:30 am - Technical Session 1 - Unmasking LRBA
10:30 am - 11:00 am - Morning Tea/Coffee Break
11:00 am - 12:30 pm - Technical Session 2 - Pension Strategies
12:30 pm - 1:30 pm - Lunch
Introduction/Overview
You are invited to attend our SMSF Strategies workshop. Classroom training environment gives you an opportunity to step away from the distractions of your office and learn from our experienced trainer.
This strategies day will include discussions on :
Unmasking LRBA
Borrowing helps the SMSF to acquire assets which it normally cannot with its own funds. LRBA comes with its own challenges, in this
session; strategies will be discussed on how Trustees can effectively use LRBA to their benefit
Pensions Strategies
Topics of Discussion:
- When & how to commence a pension from an SMSF
- Spouse equalization strategies
- Reversionary VS BDBN
- Death of member whilst in pension phase - Transfer Balance Account issue
Benefits/learning outcomes
Recommended For
Session Notes
CPD Hours
5 CPD Hours in SMSF
Our sessions are designed to maintain, develop, promote and extend participants professional capabilities, knowledge and skills including keeping up to date with regulatory,
technical and other relevant developments. The content should satisfy the requirements of most recognized professional associations and the Tax agent board’s
requirements for CPE. Participants can claim up to 5 CPD hours on self assessments basis (SMSF Auditors will be able to claim 2 hours in SMSF Audit of the required
8 Hours as per RG 243.99 -101, SISA 128F and SISR 9A.04) where they use professional judgment in deciding that a course has enhanced their knowledge and skills,
regulatory and professional standards to develop strategic solutions to achieve their clients’ goals and needs.
Attendee Requirements
Speaker
Manoj Abichandani
ASIC approved SMSF Auditor, B.Bus(UTS), SMSF Specialist (UNSW) FIPA
Manoj has worked in SMSF space since 1988 and seen changes from the earlier days to a Trillion-dollar retirement pool. Initially he worked as an Accountant in a CA firm in Sydney in the SMSF division
and then in his own CPA firm for 19 years as an advisor to 600 SMSF's on strategic issues.
He has written and regularly updates OnlineSMSFAudit.com.au - an online audit tool which is used by over 460 auditors to audit more than 80,000 funds each year. He is responsible of all SMSF products at
www.trustdeed.com.au whose SMSF deeds are used by more than 10% of all SMSF's.
Total Amount Payable : $0 (Incl GST)
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Once you pay a confirmation email will be sent along with tax deductible invoice