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Recorded Webinars

Recorded Webinar: The Sole Purpose Test and Deeming of In-house Assets for SMSFs Post Aussiegolfa

Recent case developments highlight the ATO’s wide powers to deem assets as in-house assets, and the application of the sole purpose test. This session brings you up to date, including: ATO powers to deem assets as in-house assets Determining wh
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

Recent case developments highlight the ATO’s wide powers to deem assets as in-house assets, and the application of the sole purpose test. This session brings you up to date, including:

  • ATO powers to deem assets as in-house assets
  • Determining where a fund’s investment in a sub fund is an in-house asset
  • When a fund will breach the in-house asset rules
  • Determining when a fund will breach the sole purpose test
  • The extent of sole purpose test when considering investments
  • Risks in acquiring an investment with the intention of it being leased to a relative
  • Case update - Aussiegolfa Pty Ltd (Trustee) v Commissioner of Taxation [2017] FCA 1525 - state of play with the appeal

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 and lawyers advising in superannuation matters – Australia wide. 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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