Workshops

The 2019 program will offer workshops that will run in conjunction with the concurrent sessions.

There will be two topics covered in the workshops, with each topic running several times over the course of the Conference to allow more delegates the opportunity to attend. The two workshop topics are:

Is your documentation up to it – The next frontier of SMSF and estate disputes

For many years the focus on SMSF documents has been on binding death benefit nominations. More recently however, the cases have revolved about the effectiveness of other SMSF documentation such as changes of trustee, deed variations and pension documents, and these are fast becoming the newest form of estate dispute. With the incidence of fights involving those sort of documents increasing, will your SMSF documents stand the test? This workshop will examine the recent cases and the lessons to be learned from them, common mistakes and how not to make them, what can go wrong when everything does not line up, what to look for and how to fix it.

Getting money into super using small business CGT concessions

With the contributions landscape being turned on its head from 1 July 2017, the CGT cap presents an ideal opportunity for clients to boost their superannuation savings. However, a combination of the complexity of the conditions to access the concessions and the one-off nature of selling a business means that it is often difficult to clearly identify and assess opportunities to boosting superannuation using the CGT cap. This workshop will review the various strategies available for maximising the CGT cap, common mistakes made when determining eligibility to the concessions and whether the CGT cap trumps buying business premises using an SMSF.

Registrations for workshops are now open – with limited spaces still available!

Due to the high demand for the workshops, delegates will only be able to register for one (1) workshop, so please choose carefully. Places will be limited so we encourage you to secure your place as soon as workshop registrations open.

Waitlists will not be taken for the workshops, however, if you miss out on securing a spot we would encourage you to arrive at one of the workshops in the afternoon of day 2 or the morning of day 3.