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Self Managed Super Fund – Trustee Education Workshop

March 17, 2021 //  by RP Partners

Date/Time
Date(s) - 17/03/2021
2:00 pm - 4:30 pm

Location
Palmer Colonial Golf Course

Categories

  • Free Education


You are invited to an important free SMSF Trustee Education Workshop.

For over 30 years SMSF Specialist Adviser, John Lomas, has been providing education for SMSF Trustees.

Our seminar educates trustees on their roles and responsibilities to support their signing of the Australian Taxation Office Trustee Declaration. It also enables existing SMSF trustees to review their current fund to ensure that you are up to date and taking advantage of all the SMSF strategic opportunities and for those considering starting a fund, whether a self-managed superannuation fund is right for you.

The following information is covered:

  • Creating cash-flow for your retirement pension
  • Linking your SMSF to your estate plan
  • Understanding the Sole Purpose Test
  • Understanding your Trust Deed
  • What’s on the ATO’s compliance radar and what penalties apply
  • Limited Recourse Borrowing for real estate acquisitions – how it works
  • Related Party acquisitions
  • Contribution strategies – salary sacrifice – small business concessions
  • Concessional and non-concessional contribution caps
  • Getting money out of your superannuation
  • Creating transition to retirement pensions
  • Strategies to maximise the Centrelink Age Pension

You are welcome to bring a friend.

(Tea, Coffee and biscuits will be served for afternoon tea.)

Register below to secure your FREE tickets.

Bookings

Bookings are closed for this event.

Event Category: Free Education

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Education Library

  • MoneySmart Budget planner
  • SMSF – Retirement and conditions of release
  • SMSF – Trustee declaration
  • SMSF trustees – individual or corporate
  • SMSF planning for the unexpected (relationship breakdown, incapacity, death)
  • SMSF Investment Strategy
  • SMSF loans and early access
  • SMSF – You can’t do it all yourself
  • What’s involved with an SMSF
  • SMSF annual obligations

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Office Hours: 9am to 5pm, Monday to Friday.
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