Optimising the SMSF Journey

  • Presentations, Technical Resource
  • Setup and management

National Conference 2024

Whether you’re setting up a new SMSF, taking on a new SMSF client or changing the membership of a fund, this session provides essential guidance to ensure you are optimising your clients’ SMSF journey. Aaron will delve into the critical aspects of SMSF structuring, focusing on the benefits of a corporate trustee, highlighting the distinct roles of directors versus shareholders, and offering insight on how best to navigate the Director ID regime and ASIC’s regulations. In a rapidly evolving digital landscape, this session will also focus on the importance of digital proficiency in document execution and how best to navigate the ATO’s online systems and ensure SuperStream obligations are met. Whether you’re new to SMSFs or looking to refine your existing fund strategies, this session will provide valuable insights and practical approaches to dealing with SMSF clients.
 
Following this session you will be able to:

  • Learn to effectively structure SMSFs with a focus on corporate trustees, and gain insights into managing regulatory requirements, including the Director ID regime and ASIC regulations.
  • Acquire key skills in digital documentation and online processes, ensuring proficient handling of ATO systems and adherence to SuperStream obligations for efficient SMSF administration.
  • Enhance your strategic skills with practical strategies and insights for advising clients on SMSF setup, membership changes, and ongoing management

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association