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Special SMSF Topics 2018: Session 2 Case Study - Issues When Lodging The 2017 SMSF Return


Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

Content Discription

Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

For every special topic, we offer a technical session and a case study session.

  • Technical sessions offer learners an in-depth theoretical understanding of the topic and its key principles.
  • Case study sessions use realistic client scenarios to demonstrate the practical application of the topic’s key principles.
  • Session Information

    Presenter: Peter McGinty

    After completion of this topic, successful participants should be able to:

    • Recognize the various issues that arise when lodging the 2017 SMSF return e.g. irrevocable elections for CGT relief, TBA reporting
    • Identify which SMSF clients within their client base are impacted by the various 2017 SMSF Return issues
    • Translate the learnings into practical solutions for clients faced with the variety of lodgement issues.
    Benefits

    Keep up-to-date on the key issues and latest developments in the SMSF industry.

    Peter McGinty FCA is a Chartered Accountant with degrees in Commerce and Law from the University of Melbourne. Peter has over 25 years’ experience in tax and has focused on domestic tax and GST issues, particularly tax issues affecting family businesses, SME’s and high wealth individuals.



    EVENT DETAILS


    Topic: Financial Advisory and Superannuation

    Sub-Topic: Self-Managed Superannuation Funds, Superannuation

    Format: Recorded Webinar

    Proficiency Level: Intermediate, Advanced

    CPD: 1.5 hours