The non-arm’s length expenditure (NALE) changes to the non-arm’s length income (NALI) rules have been a controversial topic in the last few years. While we now have the ATO’s final ruling on the new measures (LCR 2021/2), there are still many uncertainties with the operation and scope of the new rules. This session will examine:

• The NALE/NALI rules;

• The ATO’s view set out in LCR 2021/2;

• How the ATO’s NALE views affect SMSF trustees and advisors; and

• Where to from here?

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.

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.

IF YOU HAVE NOT RECEIVED A ZOOM LINK WITHIN 30 MINUTES OF REGISTERING, PLEASE CONTACT US.

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.

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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 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).

View Phil’s full profile here