• Webinar

In-Specie Asset Contributions to SMSFs: Opportunities and Risks

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Virtual Event

August 27 @ 12:30 PM - 1:30 PM AEST

Virtual Event
$132.00

Discover the potential of in-specie contributions to boost SMSF retirement savings while also navigating the associated risks. This webinar will explore the strategic benefits of transferring assets like listed shares and business real property into an SMSF. Learn how to navigate relevant super and tax law to ensure compliance and avoid adverse tax consequences. Join us to gain actionable insights for optimising your SMSF in-specie contributions.

 

Register now to secure your place!

 

$99+GST (members) | $132+GST (non- members)

TPB CPD Hours: 1 hour |  Legislated CPD Hours: To be confirmed

 


 

Presented by:


Stuart Sheary

Stuart Sheary is a highly respected financial services professional with over 20 years of industry experience, specialising in superannuation, social security, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape, Stuart has built a career dedicated to providing financial professionals with clear, actionable guidance in these complex areas.

Stuart is well known for his ability to simplify intricate legislative and technical matters, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events, contributions to technical literature, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector.

Before joining the Institute of Financial Professionals Australia (IFPA), Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients.

Stuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association, reflecting his commitment to professional excellence.

With a passion for technical education and adviser support, Stuart continues to contribute meaningfully to the industry, ensuring financial professionals stay informed, confident, and well-equipped to navigate the evolving financial services landscape.

 

Details

27 August 2025
12:30 PM - 1:30 PM AEST

$132.00

Tickets

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In-Specie Asset Contributions to SMSFs
$ 132.00 Excl. GST
Unlimited