Description
Join us for an engaging and informative webinar with Bryce Figot as he dives into the latest updates from the Australian Taxation Office (ATO) regarding self-managed superannuation funds (SMSFs) and their involvement in real estate developments.
In this session, Bryce will provide a comprehensive overview of the ATO’s most recent materials, including a Taxpayer Alert released in June 2023. By examining these updates, he will shed light on the evolving landscape of SMSFs and real estate ventures, highlighting potential risks that need to be carefully managed.
Bryce will delve into the most conservative and secure approaches to address these risks, ensuring that SMSF real estate development projects are structured in a way that minimises potential pitfalls. Drawing on his expertise and industry insights, he will guide participants through practical strategies to navigate the complex regulatory framework surrounding SMSFs and real estate.
This webinar will also place a special emphasis on the exposure draft changes and draft taxation determination that have recently emerged, significantly impacting non-arm’s length income. Bryce will provide a clear and concise analysis of these developments, explaining their implications for SMSF trustees and outlining the best practices for compliance.
By attending this webinar, you will gain invaluable knowledge and practical guidance on effectively managing the risks associated with SMSF involvement in real estate developments. Whether you are a financial advisor, SMSF trustee, or industry professional, this session promises to equip you with the necessary tools to make informed decisions and optimize your SMSF real estate strategies.
Don’t miss this opportunity to stay ahead of the curve and ensure your SMSF real estate projects are structured safely and in accordance with the latest regulations.
Recorded on 5 September 2023 | Presented by Bryce Figot
TPB CPD Hours: 1 hour
Legislated CPD Hours: 0.50 hours in technical competence and 0.50 hours in tax (financial) advice
Presented by:
Bryce Figot
Bryce is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 17 years and holds a Master of Laws from the University of Melbourne.
Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, CPA Australia The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network.
Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce wrote the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death, published by CCH Wolters Kluwer. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. He is a Senior Fellow at the University of Melbourne’s Law School, where he is the subject coordinator of Taxation of Superannuation.
Bryce is a Specialist SMSF Advisor™ as well as being a Chartered Tax Adviser.
