Description
Strategies for Success
SMSFs offer unparalleled investment flexibility, but navigating complex structures can be challenging. While many funds stick to traditional assets like shares, managed funds, cash, and property, others explore alternative structures – particularly for property investments where such structures can be linked to fund members. However, before implementing such a strategy, trustees must tackle critical considerations, from super compliance risks to tax complexities.
This session unpacks the key issues, including:
- Using different structures to hold investments, including related and unrelated private companies and unit trusts
- Ensuring compliance with the SIS Act and avoiding regulatory pitfalls
- Managing tax risks, including non-arm’s length income (NALI) concerns Understanding ATO scrutiny on SMSFs involved in property development.
Join us to gain expert insights and practical strategies to navigate SMSF investment structures with confidence.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Technical Competence (0.50 hours) and Regulatory Compliance and Consumer Protection (0.50 hours)
ASIC knowledge areas and hours: Superannuation/SMSF (1 hour)
PRESENTED BY
PHIL BRODERICK
Superannuation lawyer and Principal at Sladen Legal
Phil heads Sladen Legal’s superannuation and state taxes teams. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.
Phil’s clients include private business owners, accountants, financial planners, self managed superannuation fund (SMSF) trustees and high and medium net worth individuals. He has also acted for industry and retail superannuation funds.
Phil prides himself in providing solutions and structuring for clients in a holistic manner taking into account each client’s situation and structure. He has, on numerous occasions, successfully objected against, and negotiated with, with the ATO in superannuation related matters and the Victorian State Revenue Office (SRO) in relation to state taxes matters (duty, payroll tax and land tax in particular).
