SEMINAR FOR SMSF TRUSTEES

  IS YOUR SMSF IN COMPLIANCE?

  • Do you know what the current “non-arms length income” rules are?

  • Do you know what the current “limited recourse borrowing arrangements” rules are?

  • Is your SMSF investment strategy diverse enough to meet an ATO audit?

  • Do you know what the current reporting events are for your fund?

  • Do you know you can be penalised for something that was previously lawful at the time and has now been retrospectively changed?

2 Hour SEMINAR

6PM wED 20TH fEB 2020

St Leonards

If you are outsourcing your accounting, admin, investments or legal services of your SMSF, or if you are actually managing it yourself, you need to know current requirements.

Not only is the SMSF environment becoming more complex but the regulator, the Commissioner of Taxation, is continually dialing up enforcement activities.

Don't wait until your audit. 

 It may be too late then.

We are holding a 2 hour seminar for SMSF Trustees to understand what your current obligations and responsibilities are, and to discover some of the Investment and Estate Planning strategies that can be used to grow your fund.

TOPICS WE'LL COVER IN THIS SEMINAR

AND HOW THEY AFFECT YOU

  • The sole purpose test

  • Lending to members

  • The borrowing rules

  • The in-house asset rules

  • Prohibition of avoidance schemes

  • Duty to notify of significant changes

  • Arms-length investment rules

  • Promotion of illegal early release schemes

WHEN & WHERE

TIME:             6 PM

DATE:             Thursday February 20th

VENUE:          ArcWealth Office,  

                     6-8 Herbert Street, St Leonards

                     Free Parking onsite

PRESENTER:    Karen Vickers

COST:            $10.00

No upcoming events at the moment

RESERVE YOUR SEAT

This seminar is hosted by Karen Vickers of ArcWealth Pty Ltd

AFSL 243270       ABN 46 068 201 963