It seems that all investment structures are being attacked by Government and Revenue Authorities these days. SMSFs with restrictions on contributions and pensions, additional taxes and the non-arm’s length income rules while trusts and companies are targeted with Division 7A and other measures.
This session will examine the benefits and limitations of each investment vehicle. This will include identifying opportunities, assessing risks, and understanding how alternative structures can complement each other for wealth creation, tax optimisation, and intergenerational planning.
Who should watch
Tax advisors, financial planners, tax agents, accountants, lawyers and those who control or are beneficiaries of SMSFs.
Level of expertise
This webinar is for persons with some knowledge or interest in SMSFs.
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)
6 attendees - $480 (normally $594, saving $114)
7 attendees - $550 (normally $693, saving $143)
8 attendees - $610 (normally $792, saving $182)
9 attendees - $680 (normally $891, saving $211)
10 attendees - $730 (normally $990, save $260)
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 10 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.
View Phil’s full profile here