Temporary Incapacity Planning for an SMSF - Case Study Webinar
Temporary incapacity – whether it is backed by a sickness or accident policy, funded from an insurance reserve or paid from a member’s superannuation benefits pre-retirement is one of the least understood of SMSF strategies but a vital one for those clients who find themselves in times of short or long term sickness. In this session Grant Abbott, Australia’s leading SMSF author and presenter will take participants through the ins and outs of temporary incapacity planning for a SMSF including how to get tax deductions in the fund for making sickness payments. This is a case study session.
RecordedApr 29 201462 mins
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In this session SMSF leading light - Grant Abbott will provide attendees with the ins and outs, strategies and traps, tips and pitfalls of SMSF Reserves. If you don't use them you will after this session and if you do then let Grant take your learning to a new level.
In this session we will take estate planning apart and show when and where a testamentary trust, a SMSF and a Will come in handy. Presesnted by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and tax and estate planning expert - this hands on session will provide some unique insights into estate planning structures.
Grant Abbott - NowInfinity and Jason Huljich - Centuria Property
In this session Grant Abbott from SMSF Strategies and Jason Huljich from Centuria Property will be discussing the use of sydnication for SMSF investment and how to do small scale prpperty development in a SMSF with a Superannuation Unrelated Investment Trust and Unlisted property trusts.
In this session we will take look at the use of Ensuring Powers of Attorney and show when and where they come in handy - particularly for SMSF clients going overseas, mentally incapacitated clients and what happens to an EPOA on death and divorce.. Presented by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and international legal expert - this hands on session will provide some unique insights into the use of EPOAs.
Businesses with engaged employees outperform their competitors by 6-11% on average. Getting your employees to think and act like business owners drives productivity, engagement and profitability.
In this popular seminar we’ll show you new thinking on how you can;
•attract and retain high calibre staff by offering a direct stake in the business
•increase profitability and productivity through engagement strategies
•save tax by making deductible payments into an Employee Share Ownership Plan
Hosted by the team from Australia’s largest firm specialising in succession planning.
Too often tax strategies are reviewed in the last weeks of the financial year when the best time is at the commencement of an income year - particularly when a client has been set up with a trust, company and SMSF for business, tax and super purposes. In this session Grant Abbott and Tony Anamourlis - head partner at NowInfinity Legal will take attendees through their best start of the financial year strategies.
This webinar series is designed to show SMSF auditors how they can use the Australian auditing and assurance standards to their advantage to increase the speed and efficiency of their audits and peace of mind that they are complying with the auditing and assurance standards which now have force of law for SMSF audits.
In this session leading SMSF author and presenter will provide attendees with important last minute strategies for concessional and non-concessional contributions strategies. This will include a review of the Commissioner's ruling on contributions and in particular using Promissory Notes and Assets as contributions.
This webinar solely for attendees going to the ninth annual SMSF Strategy Day with Grant Abbott will provide some great ideas to take to clients prior to year end and will provide a strong and secure knowledge base for the upcoming Strategy Day. We will also look at what to do if minimum pensions are not met including using Promissory Notes.
In this webinar session, Grant Abbott, leading SMSF expert will discuss leading contributions strategies for year end including the use of concessional and non-concessional contributions.- following on from Part 1. He will also consider case studies provided by advisers.
In this Special Edition Webinar, NowInfini Director Amreeta Abbott and Docusign specialist Eden Sanchez will be discussing the advantages and benefits on using Docusign on the NowInfinity Platform and the Corporate Messenger.
In this session Grant Abbott will highlight some leading technical strategies and be taking questions from attendees. Upfront case studies or questions may be sent to email@example.com for discussion on the call in.
ASIC company management is set for a shake up with the NowInfinity Corporate Messenger system built with direct linkage to ASIC from any mobile and computer device enabling speed, efficiency and cost savings. In this session Amreeta Abbott and Vitalii Symon - head developers at NowInfinity will backgrounding attendees on the system including features, multiple company lodgements, business name registration and so much more.
The Commissioner of Taxation has released two interpretive decisions on related party loans where the lender lends at a less than market interest rate or terms rate. The decisions will create problems for ALL related party loans. In this webinar Grant Abbott of NowInfinity will review the ATO decisions and consider what they mean for existing users, whether they are right at law, how to structure on-going related party loans.
In this session Grant Abbott, Australia's leading SMSF author, who has been poring all over the Murray Report will show, for the most part the Murray Report into Financial Services is good for SMSFs. And for those where there may be difficulties how to protect your clients from any future adverse changes.
Register for this channel to hear SMSF, Tax and Estate Planning Strategies from Australia's leading SMSF advisor, author and presenter. Grant Abbott and guest lawyers, leading lights and those at the forefront of their profession.