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SMSF Strategies Workshop - Limited Seats available

SS&A Albury Club

29-Jul-2025 08:30 am - 01:30 pm More Info »
Seminar : SMSF Strategies Workshop - Limited Seats available
Venue : SS&A Albury Club
Date : 29-Jul-2025
Timings : 08:30 am to 01:30 pm

The fee for seminar is $55Incl. GST and is tax deductible(Plus Travel).


Topics

  • 1) Unmasking LRBA
  • 2) Pension Strategies
  • - When & How to commence a pension from an SMSF
  • - Spouse Equalization strategies
  • - Reversionary vs BDBN
  • - 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

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.

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.




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