The current SMSF landscape

Stay informed about the latest post-election outcomes affecting SMSFs. Darin Tyson-Chan will delve into the recent election’s impact on the SMSF landscape. Gain insights into how new legislative changes and regulatory updates may influence their strategies and compliance requirements.

It’s your super, but not yet…

Fabian Bussoletti will address the growing issue of illegal superannuation access. Highlighting the serious consequences for SMSF trustees, it will dispel the misconception that loans to members can be used as an alternative to withdrawing superannuation, while also covering related super investment rules. Attendees will gain a clear understanding of the preservation rules and explore legitimate conditions of release available to SMSF members. The session aims to equip trustees with the knowledge needed to ensure their fund remains compliant and avoid costly mistakes.

The ins and outs of SMSF death benefits

While it may seem easy, planning for and dealing with SMSF death benefits often causes problems. During this practical session, Tracey Besters will cover the five crucial areas for you to consider in order to protect your family and your wishes when you are no longer around. We will look at a range of scenarios, some war stories and also some of the less common requests trustees and members might make.

Hot SMSF topics

Discover how the recent election result could impact your SMSF. Engage with our expert panel and get your questions answered in real time. This interactive Q&A panel session will provide valuable insights into the legislative, compliance, and strategic issues affecting SMSFs. Don’t miss this opportunity to stay informed and make the most of your self-managed super fund.

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