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Recorded Webinars

Recorded Webinar: Coronavirus and SMSFs: Keeping Ahead of the Changes

As the economic effects of COVID-19 continue to be felt across the country, the regulatory landscape for SMSFs has also changed. This session examines the impact of COVID-19 measures on your clients and the tips and traps you need to consider. It covers: $10k early access Mini
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

As the economic effects of COVID-19 continue to be felt across the country, the regulatory landscape for SMSFs has also changed. This session examines the impact of COVID-19 measures on your clients and the tips and traps you need to consider. It covers:

  • $10k early access
  • Minimum pension changes
  • Related party rent adjustments, be them discounts, deferrals, or rent holidays – are they reasonable, and fair?
  • Related party LRBA terms being modified to allow the fund to reduce repayments – are they reasonable and fair?
  • Will they still permit the fund to remain in the safe harbour or not?
  • Market volatility, decreased value of assets and the investment strategy
  • Impact on in-house asset levels
  • LRBAs – loan repayment deferrals
  • The ATO’s position

Presented By

Graeme Colley
Executive Manage, SuperConcepts Sydney, NSW

Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector.  He brings over 30 years of extensive taxation and superannuation experience from senior positions in the public and private sectors including Macquarie Bank, Mercer, ING and SuperConcepts.   These roles included formulating and implementing policy, developing legislation and providing high level technical advice.

 Graeme is also a joint author of a number of publications and has academic experience which extends to lecturing in the ATAX Masters course and the AGSM at the University of NSW and the Master of Commerce (Financial Planning) course at the University of Western Sydney.  Graeme is an SMSFA Specialist Advisor and a Member of the Institute of Chartered Accountants in Australia.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters - Australia wide. FASEA – category “Technical Competence” – 1 hour. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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