For Self Managed Super Funds (SMSFs), investing in relating entities can open opportunities of co-investing, leverage and asset protection. However, the super laws heavily restrict such investments. In this webinar, Phil Broderick will examine the opportunities and restrictions in such investments, including:
Why invest in entities?
In-house asset rules
Other SIS Act considerations
Tax issues
What entities can an SMSF invest in?
Password: $ladenLegalWebinars20
Who should attend
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.
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 a personalised link to access the webinar via Zoom. All attendees will need to be registered individually. You will not be able to share the link.
This webinar will be recorded and emailed to all registered attendees the day after the event.
Presenter
Phil Broderick
Principal
Phil Broderick heads Sladen Legal’s superannuation team. 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.
Phil prides himself in providing solutions and structuring for clients in a holistic manner taking into account each client’s situation and structure. He has, on numerous occasions, successfully objected against, and negotiated with, with the ATO in superannuation related matters and the Victorian State Revenue Office (SRO) in relation to state taxes matters (duty, payroll tax and land tax in particular).
Phil is listed in the 2020 Best Lawyers Australia for Superannuation Law while his articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has also presented at seminars and conferences conducted by The Tax Institute, the Television Education Network and various accounting bodies.