CPD 1.5 hours On Demand Course Online

Special Tax & Superannuation topics 2023-24 - SMSFs cans and cannots

Ensure SMSF compliance for your retiring clients. This session will refresh your knowledge of the SIS Act and Regulation rules for the SMSF lifecycle.

$113.64

non-member : $136.36

Description

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

  • Identify potential non-commercial transactions that can lead to SMSF non-compliance
  • Explain contribution splitting opportunities & Ryan’s Case
  • Explain the implications of transferring BRP to an SMSF for less than market value
  • Explain the interim & final death benefit payment

This session forms part of the Special Tax & Superannuation Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun. These sessions will:

  • Ensure you get the critical knowledge you need while minimising your time out of the office.
  • Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
  • Help you avoid any possible traps and pitfalls
  • Give you answers to the questions most relevant to you

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Presenter