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
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
RESERVE YOUR SEAT
This seminar is hosted by Karen Vickers of ArcWealth Pty Ltd
AFSL 243270 ABN 46 068 201 963