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Superannuation Master Class 2012

Presented by TaxBanter and Tactical Accounting & Super and proudly sponsored by Bendzulla Actuarial, we will be conducting a series of Superannuation Master Classes in Brisbane, Sydney, Melbourne & Perth in June 2012. The full day Master Class looks at the latest changes to Superannuation legislation and the right Super strategies to implement for your clients.

The Presenters

Neil Jones
Director, TaxBanter

Neil has an extensive background in the tax profession including 17 years at the ATO before joining the highly regarded Webb Martin tax training business. Neil is well known as a presenter of enjoyable and practical tax seminars aimed at the SME market.

Deanne Firth
Principal, Tactical Accounting & Super

Deanne is a Chartered Accountant with over 15 years accounting experience. Deanne managed a regional public accounting practice before establishing an accounting practice specialising in auditing self-managed superannuation funds (SMSFs). Deanne is often called on to present on Audit issues at various events.

Geoff Morley
Senior Actuary, Bendzulla Actuarial

Geoff has provided advice on superannuation matters throughout his nearly 20 years in actuarial consulting.  Since joining Bendzulla Actuarial in 2006 he has had a particular focus on SMSF issues.

The Program

Session 1: Deanne Firth
  • Introductions & explanation of days program
  • Superannuation Update – Legislative and regulatory developments
    • Update of recent legislative changes, ATO rulings, determinations and other publications
  • Budget announcements re Super – also an overview of what the government is thinking in the super sphere going forward
  • Contributions, contributions caps & excess contributions tax
    • Current position
    • Recontribution strategies – what to look out for
Presentation: Derek Condell (Bendzulla Actuarial)
Morning Tea
Session 2: Geoff Morley
  • Anti – Detriment Payments – Opportunities & Complications
Session 3: Neil Jones
  • Limited recourse borrowing arrangements (“LRBA”)
    • The nature of LRBAs
    • Tips & traps for owning property in a SF – what needs to be in place to successfully complete such a transaction
    • When is an LRBA an effective strategy?
  • Reversionary pensions – when they should and should not be used
  • Binding death nominations – advantages and disadvantages
Lunch
Session 4: Deanne Firth
  • ATO audit hot spots – what are they looking at?
  • Common contraventions, how to avoid them – and what can be done when they occur
    • Loans to Members
    • Separation of Assets
    • Borrowing by Superannuation Funds
    • Minimum Pension Payment/s
    • Contribution Caps
    • Sole Purpose Test
    • In house asset rules
  • Residency requirements
    • Travelling overseas?
    • Residing overseas?
Afternoon Tea
Session 5: Neil Jones
  • Super strategies – what to do before 30 June

Dates & Venues

BRISBANE | 4th June 2012 | 9.00am – 5.00pm | Mercure Hotel Brisbane, 85-87 North Quay, Brisbane – REGISTER

SYDNEY | 5th June 2012 | 9.00am – 5.00pm | The York Conference & Function Centre, 99 York Street, Sydney – REGISTER

MELBOURNE | 6th June 2012 | 9.00am – 5.00pm | Karstens, Level 8, 123 Queen Street, Melbourne – REGISTER

PERTH | 7th June 2012 | 9.00am – 5.00pm | Mercure Hotel Perth, 10 Irwin Street, Perth - REGISTER

Cost

$550.00 (including GST)


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