Real estate is a commonly held asset in SMSFs. In this presentation, Phil Broderick will discuss various issues that must be considered with SMSFs buying, holding and disposing of real estate, including:
Relevant SIS & Tax issues with real estate
Transferring real estate to super funds
Issues with holding real estate directly and through structures
Developing real estate in super funds
Dealing with liquidity issues
Paying benefits through the transfer of real estate
Paying death benefits through the transfer of real estate
Who should watch
SMSF advisors, financial planners, SMSF auditors, SMSF trustees, tax agents, accountants, lawyers and those interested in SMSFs.
Level of expertise
This webinar is for persons with some knowledge or interest in self managed super funds and looking to improve their knowledge.
Free for Sladen Smart Members - Sign up or Login to Sladen Smart to register.
COST: $99.00
If you register more than one attendee, discounts apply:
2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)
Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.
You can register up to 5 individual attendees, each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.
Presenter
Phil Broderick
Principal
Phil heads Sladen Legal’s superannuation and state taxes teams. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.
Phil’s clients include private business owners, accountants, financial planners, self managed superannuation fund (SMSF) trustees and high and medium net worth individuals. He has also acted for industry and retail superannuation funds.
View Phil’s full profile here