A Christmas Message


I’d like to take this opportunity to wish all my readers a very Merry Christmas and Happy New Year.  I trust you have enjoyed my posts throughout the year and look forward to an even bigger and better 2013.

Next year will see a fresh new look for the blog, along with some exciting new initiatives around content to further engage with the SMSF community.  I’m also very excited about the launch of our new SMSF online course, SMSF101 in early February 2012, a joint initiative of The SMSF Academy and Money101.  With the course having recently received 49 CPD points from the SMSF Professionals Association of Australia (SPAA), I believe it will be a ‘game-changer’ for the industry in the delivery of education and training.  Most importantly,  it will provide individuals with a fantastic pathway towards becoming an SMSF specialist.

I look forward to you joining me again in 2013.

All the very best,

Aaron Dunn

 

Join me for the SMSF Quarterly Wrap webinar


Join me for the next SMSF Quarterly Wrap webinar, where in this one hour session I will be discussing at the latest technical and regulatory issues impacting self managed super funds.

The last quarter has been another busy one for SMSFs with changes announced from the Mid-Year Economic & Fiscal Outlook (MYEFO), in particular around the continuation of tax exemption after the death of a member.  In addition, there have been a range of ATO interpretative decisions, recent cases impacting SMSFs and details of the technical issues of the September 2012 ATO National Tax Liaison Group (NTLG) Super technical sub-group meeting “hot off the press”.

SPAA CPD points are available for members, with 1-2 CPD points typically available for these webinars.

Find out more and register here

 

WEBINAR – SMSF limited recourse borrowing arrangements


 

The topic of borrowing in super continues to gain momentum with a growing number of SMSFs looking to establish limited recourse borrowing arrangements (LRBAs) to acquire property.

The next SMSF Academy webinar will discuss the latest issues impacting LRBAs including:

  • Understanding the Commissioner’s views in the final ruling, SMSFR 2012/1: application of key concepts with LRBAs
  • Update on the proposed licensing requirements
  • Considerations of insurance with LRBAs
  • Latest ATO issues with related party loans, interest rates, multiple loans, off-the-plan acquisitions and much more

Find out more and register here

 

WEBINAR: SMSF Quarterly Wrap


Keep up-to-date with the latest technical and regulatory issues impacting self-managed super funds with the “SMSF Quarterly Wrap”.

The last three months has seen a range of important information or changes impacting SMSFs including:

  • The ATO releasing their compliance program and key target areas for SMSFs;
  • new requirements for SMSF trustees from 1 July 2012 with the Stronger Super reforms, including some important delays;
  • the latest ATO interpretative decisions impacting reserves, fund tax deductions and much more…
  • recent case-law, including non-arms’ length income and an excess contribution win for the taxpayer over the ATO! and
  • ATO NTLG technical issues, including 0% interest rates with SMSF limited recourse borrowing arrangements

Find out more about this session and how you can register.

PS.  Don’t forgot about joining me for the Top10 SMSF strategies FREE webinar this Thursday!!

Launching the Top10 SMSF strategies for 2012-13


I’m pleased to announce the launch of my Top10 SMSF strategies for 2012-13 webinar to be held at 11am AEST, Thursday, 23 August 2012.  With more than 410 attendees to last year’s session, this is the most anticipated SMSF webinar for 2012!!

In addition to the webinar, all attendees will receive a free copy of the Top10 SMSF strategies eBook, which will be available in flip-book for the first time, allowing for users to read on PC, iPad, iPhone and android devices.  Last year’s eBook had more than 1,000 downloads, with this year’s book providing more than 70 pages of content on each strategy, their the key issues and considerations when implementing.

This year’s Top 10 includes a diverse range of strategies across the entire life-cycle of SMSFs – from contributions, to investing including using borrowings, running pensions, reserves and estate planning.  This year sees a growing emphasis to pension strategies as more baby-boomers move into draw-down phase in their SMSFs.  There are however some fantastic strategy opportunities right across the superannuation spectrum for both accumulators and retirees.

Find out more and register

Numbers are strictly limited. 

I look forward to you joining me for this session.

Sponsors

Proudly supported by the following sponsors:


   
(C) The SMSF Academy 2012
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