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MELBOURNE ROADSHOW

21 October @ 9:00 am - 4:00 pm

SMSFs are currently $750 Bn rising to $1.3 Trillion in ten years. In that time more than $100Bn will be paid out by way of death benefits, much of it litigated due to poor succession planning. Plus as the older members go out a new generation comes in, with a potential $350Bn switching from the superannuation accounts of 40-55 year olds into SMSFs. And with six member funds on the horizon and Treasury pushing for an accountant’s exemption – it is SMSF game on. That means strategies and Grant has a case full all ready to show you in this one day strategy and case study workshop.

Get a detailed look at advanced contributions, tax planning, pensions, succession, aged care and estate planning strategies(in a SMSF, Family Trust, Will and Testamentary trust) inside real life case studies. Grant Abbott, Australia’s leading SMSF strategist and presenter, with regular webinar attendances of 400+ will teach you his best of the best strategies, show you and quantify the tax savings of each strategy plus how they can be executed easily and effortlessly for clients from within your practice.

Some of the savings can be $20,000 or more for a client – plus as an add-on learn how to build bullet proof estate and incapacity planning strategies in a SMSF, trust, company and legal estate all easily created by you for client readiness. To complete the full advising picture Grant will provide a pricing matrix for each strategy plus client communications and data capture. A full start to finish strategy system covering more than 20 strategies inside client case studies. For the techies there will be plenty of deep dives into relevant ATO rulings and guidelines, where Grant finds his best strategies plus legal section references.

More info: contact support@ilovesmsf.com

CPD: 6 hours under FASEA guidelines

Event Time: 9am – 4pm (lunch included)

Locations: Perth, Adelaide, Melbourne, Sydney, Brisbane & Gold Coast

Please note that this event is being held LIVE and will not be provided as a recording.

FULL AGENDA

20 Strategies in case study format

9am – 11am: Family Protective succession SMSFs v simple SMSFs – how, when and which clients fit into each plus what to charge: Grant’s Top Five contribution strategies: Business asset transfers for tax and family wealth effects

11am- 11.30am: Morning Tea

11.30am- 1pm: Investment strategies in a SMSF including sub-funds: Property development and equity instalment warrant strategies for a Fund: Use of Superannuation Unrelated Investment Trusts for Business v SIS Reg 13.22C Trusts for Family Trust and SMSF joint use: Joint Ventures in a SMSF and income streaming

1pm – 1.45pm: Lunch

1.45pm – 4pm: Strategies for succession planning in a family group including Family Trusts, bucket companies, SMSF binding death benefit directions, reversionary pensions, wills, super proceeds trusts, testamentary trusts and the new SMSF testamentary trust flowing from the fund not the will: Blended v non-blended families: family wealth protection for the direct and deemed lineage: How to keep monies in the SMSF for generations: Estate Planning reserves: Family Allowances for Dependancy.

SMSFs are currently $750 Bn rising to $1.3 Trillion in ten years. In that time more than $100Bn will be paid out by way of death benefits, much of it litigated due to poor succession planning. Plus as the older members go out a new generation comes in, with a potential $350Bn switching from the superannuation accounts of 40-55 year olds into SMSFs. And with six member funds on the horizon and Treasury pushing for an accountant’s exemption – it is SMSF game on. That means strategies and Grant has a case full all ready to show you in this one day strategy and case study workshop.

Get a detailed look at advanced contributions, tax planning, pensions, succession, aged care and estate planning strategies(in a SMSF, Family Trust, Will and Testamentary trust) inside real life case studies. Grant Abbott, Australia’s leading SMSF strategist and presenter, with regular webinar attendances of 400+ will teach you his best of the best strategies, show you and quantify the tax savings of each strategy plus how they can be executed easily and effortlessly for clients from within your practice.

Some of the savings can be $20,000 or more for a client – plus as an add-on learn how to build bullet proof estate and incapacity planning strategies in a SMSF, trust, company and legal estate all easily created by you for client readiness. To complete the full advising picture Grant will provide a pricing matrix for each strategy plus client communications and data capture. A full start to finish strategy system covering more than 20 strategies inside client case studies. For the techies there will be plenty of deep dives into relevant ATO rulings and guidelines, where Grant finds his best strategies plus legal section references.

More info: contact support@ilovesmsf.com

CPD: 6 hours under FASEA guidelines

Event Time: 9am – 4pm (lunch included)

Locations: Perth, Adelaide, Melbourne, Sydney, Brisbane & Gold Coast

Please note that this event is being held LIVE and will not be provided as a recording.

FULL AGENDA

20 Strategies in case study format

9am – 11am: Family Protective succession SMSFs v simple SMSFs – how, when and which clients fit into each plus what to charge: Grant’s Top Five contribution strategies: Business asset transfers for tax and family wealth effects

11am- 11.30am: Morning Tea

11.30am- 1pm: Investment strategies in a SMSF including sub-funds: Property development and equity instalment warrant strategies for a Fund: Use of Superannuation Unrelated Investment Trusts for Business v SIS Reg 13.22C Trusts for Family Trust and SMSF joint use: Joint Ventures in a SMSF and income streaming

1pm – 1.45pm: Lunch

1.45pm – 4pm: Strategies for succession planning in a family group including Family Trusts, bucket companies, SMSF binding death benefit directions, reversionary pensions, wills, super proceeds trusts, testamentary trusts and the new SMSF testamentary trust flowing from the fund not the will: Blended v non-blended families: family wealth protection for the direct and deemed lineage: How to keep monies in the SMSF for generations: Estate Planning reserves: Family Allowances for Dependancy.

Details

Date:
21 October
Time:
9:00 am - 4:00 pm
Event Category:
Website:
https://www.eventbrite.com.au/e/melbourne-roadshow-tickets-71455915567

Venue

Oaks on Collins
480 Collins Street
Melbourne, VIC 3000 Australia

Organiser

Grant Abbott & I Love SMSF