Single Product

By leveraging a tailored mix of Companies, Trusts, and especially SMSFs, we can help our Private Group Clients manage their average tax rate to grow their wealth in a tax effective manner. SMSFs offer unique advantages—such as concessional tax rates on earnings, flexible investment choices, making them a powerful tool for long-term wealth creation and tax efficiency.

Join Associate Director, Chris Schoeman as he talks about utilising SMSF’s with other structures to ensure that average tax rates within private groups are kept consistently low and how wealth can be effectively built using a variety of structures incorporating an SMSF as an integral tool.

Topics covered will include:

1. Maximising contribution amounts to grow concessionally taxed Capital
2. Maximising the benefit of superannuation when pension phase arrives (this can include your former point 3, re strategies?)
3. Understanding the rules on NALI and NALE in an SMSF.
4. Holding assets efficiently utilising SMSF.
5. Effect of the proposed Division 296 on building, retaining or withdrawing assets from within SMSF’s.

Cost:                 $200 per attendee (PAN members vouchers redeemable)
Recorded:       Friday the 5th September at 9 am
Duration:        90 Minutes

Our recorded Webinar covering the entire presentation together with the notes & slides.

**This session will qualify for 1.5 hours Structured CPD/CPE for CPA, CAANZ, IPA, TPB and Tax Institute members**

This download contains the following files:

The PowerPoint presentation (Microsoft Office 2010)

The Notes for the case study (PDF)

The solutions for the case study (PDF)

**** Please note that once purchased, a link to the webinar will be sent to you in a separate email. *****

(Please note, the webinar will be available online within 2 working days of the session.)

Please RSVP by no later than Friday, 29th August by clicking here or contact Sarah Watkins on 08 9481 8448.