Webinar now uploaded on Dealing with Excess Contributions Tax

After a successful webinar today on the topical issues of “dealing with excess contributions tax”, I am pleased to advise that this session has now been uploaded to view.

Click here to watch the recorded webinar.  A copy of this recording can also be downloaded from thedunnthing box (right-hand side of the page).

Areas covered in this session included:

  • The growing issue of Excess Contributions Tax (ECT)
  • ATO Guidance & Developments about ECT
  • Common problems
  • What strategies are available?
  • Methods to manage contributions; and
  • Unresolved matters relating to contributions & ECT

Watch our webinar on the benefits of share buybacks within a SMSF

The daily hits on thedunnthing blog have gone “off the charts” since I added my blog article about the benefits of share buy-backs within Self-Managed Super Funds.

The currently $5 billion BHP share buy-back has certainly got many super fund trustees interested to better understand the tax benefits of participating in this arrangement, even at a discount of between 10-14% of the current market price.

As a result of this demand and emails that I have been receiving about further information, I have now created a short pre-recorded webinar that outlines the key tax aspects of the BHP Billiton share buy-back.  Within this webinar I have provided examples in both accumulation and pension phase.

Watch this recording on “the benefits of share buy-backs within SMSFs” (please note that the recording may take a short time to load in a new window due to its file size).

This recording is also stored in the Box.net file on the right hand side of the website.

I hope you enjoy…

SMSF Webinar on Dealing with Excess Contributions Tax


Excess Contributions Tax (ECT) has become a significant issue for many members of Self Managed Super Funds.  With more than 65,000 notices already issued for the 2009/10 financial year, the impact of this penalty tax is having a significant impact on many Australian’s saving for their retirement.

For professionals working within the area of SMSFs, it is important that you understand the key issues surrounding excess contribution tax and the strategies that are available to potentially reduce, defer or eliminate excessive contributions for your clients.

This FREE webinar will look at many of the key issues affecting ECT assessments and work through examples and strategies to consider to reduce this tax impost on SMSF members.

An event not to be missed!

  • Title: Dealing with Excess Contributions Tax
  • Date: Thursday, March 31, 2011
  • Time: 4:00 PM – 5:00 PM AEDT

After registering you will receive a confirmation email containing information about joining the Webinar.

Space is limited.
Reserve your Webinar seat now at:

Important Note: This session will be provided to SPAA for CPD assessment after completion of the webinar.  Those individuals who become members of the SMSF Academy (to be launched at the start of April) will be provided with a CPD certificate for their attendance once assessed.

Special Webinar Event: The impact of “Stronger Super” for SMSFs

Today saw the announcement by the Assistant Treasurer and Minister for Financial Services and Superannuation, Mr Bill Shorten of the Government’s response to the Super System Review (Cooper Review) recommendations, which include self-managed super funds.

These “Stronger Super” reforms aim to address 139 of the 177 recommendations regarding the operation, efficiency, structure and operation of Australia’s Superannuation System.

The changes are significant for trustees and professionals working within the SMSF industry.

Join us for this important and special update on the impact of these reforms on the Self-Managed Super Fund industry.

Title: Stronger Super – The impact for SMSFs
Date: Tuesday, December 21, 2010
Time: 4:00 PM – 5:00 PM AEDT

After registering you will receive a confirmation email containing information about joining the Webinar.

Space is limited.
Reserve your Webinar seat now at:

SMSF death benefit nominations webinar now available for download

After a successful webinar on SMSF death benefit nominations today, I have now uploaded this session onto the website for those people who were unable to attend.

Ian Glenister provided a fantastic insight into the issues and requirements surrounding the different types of death benefit nomination, including the benefits of the SMSF Will.

This was the final webinar for the 2010 year, with a whole new range of webinars for trustees and advisors to be available in 2011 via The SMSF Academy.

Click here to download and listen to today’s recording of the webinar.


(C) The SMSF Academy 2012
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