Annual SMSF Conference and Annual Adviser Training Day

Transcription

1 Annual SMSF Conference and Annual Adviser Training Day 26 & 27 MARCH 2015 Mercure Hotel Brisbane North Quay, Brisbane

2 INVITATION FROM SCOTT HAY-BARTLEM It is my pleasure to invite you to our SMSF Conference and Adviser Training Day. Our program is designed to educate you, our advisers, on issues we come across in assisting you and your clients. Based on your feedback from prior Adviser Training Days, we will cover a diverse range of topics in short sharp practical sessions to keep the pace up and the focus on. For a number of years, has been running annually both our Super Update and our Adviser Training Day. The adviser training day was clear, concise and relevant, covering issues of today attendee We have decided this year to run what has been our Annual Super Update as our Annual SMSF Conference the afternoon before our Adviser Training Day, and to expand it to not just cover the year that was, but also to discuss important issues that our advisers came across during the year. For 2015 we will take a close look at what happens when an SMSF member dies or loses capacity, as it is coming up more and more, often in an adversarial environment. By discussing what must occur once an event has happened, we can also highlight the vital planning that clients need. And as always we will feature speakers from our talented team, with more available during the day to meet you and answer your questions. I look forward to seeing you at both events! Scott Hay-Bartlem,

3 SMSF CONFERENCE PROGRAM THURSDAY 26 MARCH 2015 MERCURE HOTEL BRISBANE 1.45 pm REGISTRATION 2.00 pm SESSION 1: What s happened in 2014 Scott Hay-Bartlem,, SMSF Specialist Advisor TM Clinton Jackson, Senior Associate, SMSF Specialist Advisor TM Despite assurances the Government would not change the superannuation system, 2014 still saw plenty of developments for SMSFs. This session will recap the highlights of 2014, including: the penalty regimes the new one and how the existing one was applied important cases excess contributions LRBAs can we still use them, and where are low interest related party loans at? 3.00 pm AFTERNOON TEA 3.30 pm SESSION 2: Current issues in super and estate planning Scott Hay-Bartlem,, SMSF Specialist Advisor TM Clinton Jackson, Senior Associate, SMSF Specialist Advisor TM There are many issues in estate planning, particularly for clients with SMSFs. Sometimes the issues do not become apparent until too late what do we need to do then? In this session we will take a different approach and use a case study to explore what happens once an SMSF member has lost capacity, and then dies. We will cover: who can be a trustee or director once a member has lost capacity, and what steps you must take who can be a trustee or director once a member has died, and what steps you must take tips and traps in the trust deed and what to look for do automatic appointment provisions work? is a binding death benefit nomination enough? have you planned to be the first with the cheque book? We are finding these issues are coming up more and more for advisers, and we will draw from our experience in assisting at this stage to help you understand the processes to follow and also preparations to make pm NETWORKING DRINKS AND CANAPÉS

4 ADVISER TRAINING DAY PROGRAM FRIDAY 27 MARCH 2015 MERCURE HOTEL BRISBANE 8.15 am REGISTRATION AND NETWORKING 8.40 am WELCOME AND INTRODUCTION Chris Ward, Managing Scott Hay-Bartlem, 8.45 am SESSION 1: The dangers of heads of agreement in business sales Charles Sweeney, Murray Shume, Associate When selling a business there is a strong temptation to sign a heads of agreement at an early stage. But does this really simplify or complicate? What are the traps? Have you changed the tax consequences? 9.45 am SESSION 2: Common mistakes in trying to access small business concessions Linda Tapiolas, In 2014 we saw a number of situations where small business concessions were not available, but with some tweaks could have been. So what were the common mistakes, and how can you avoid them? am MORNING TEA am SESSION 3: What advisers should know about winding up and deregistering companies James McKeon, Associate Murray Shume, Associate When a company comes to the end of its useful life, it makes sense to wind up or deregister. What are the options? What is the process? Where do things go wrong? What are the tax issues and why is it important to comply with the principle in Archer Bros for companies with pre-cgt capital gains? am SESSION 4: Tips and traps in applying the margin scheme and the going concern concession Fletch Heinemann, Applying the margin scheme and the going concern concession seems straightforward, but like many tax provisions there are a multitude of issues. What are the key traps? How do we make sure they apply as we intend?

5 26 & 27 MARCH 2015 MERCURE HOTEL, BRISBANE pm SESSION 5: What advisers should know about deceased estate administration Kate McQueeney, Senior Associate When a client has died, advisers are often the first port of call. This session will demystify the often counter intuitive rules for administering estates so you can support your clients through this difficult phase. For example: what is probate and when do I need it? who can challenge a will? the six month rule joint tenancies what other assets are outside the estate? 1.00 pm LUNCH 1.45 pm SESSION 6: Update on significant tax cases in the last 12 months Greg Cahill, 2014 certainly had its share of interesting tax cases. What are the highlights, and what should advisers know for their practices? 2.30 pm SESSION 7: Special types of trusts CMTs, PDTTs, SPTs and NGTs Clinton Jackson, Senior Associate Discretionary trusts are common, but in some circumstances some specific types of trusts can be more effective. So, what are they, and when should they be used? 3.15 pm AFTERNOON TEA 3.30 pm SESSION 8: Protecting IP issues with restrictive covenants and the means of protecting IP, goodwill and confidential information Belinda Winter, Michelle Hyams, Associate This session will discuss protecting IP and confidential information in commercial and employment relationships, and include a consideration of trademarks, business names and restraints pm NETWORKING DRINKS AND CANAPÉS

6 26 & 27 MARCH 2015 MERCURE HOTEL, BRISBANE SPEAKERS Scott Hay-Bartlem, SMSF Specialist Advisor TM Greg Cahill Fletch Heinemann Charles Sweeney Linda Tapiolas Belinda Winter Kate McQueeney Senior Associate Clinton Jackson Senior Associate, SMSF Specialist Advisor TM Michelle Hyams Associate James McKeon Associate Murray Shume Associate

7 REGISTRATION FORM & TAX INVOICE ABN Please return this registration form with payment to: Louisa McCrea GPO Box 834, Brisbane Phone: Fax: Event details 26 & 27 March 2015 Mercure Hotel Brisbane North Quay, Brisbane SECTION 1 - REGISTRATION DETAILS Name:... Organisation:... Phone: Additional Attendees Attendee: Attendee: Attendee: Attendee: Attendee: SECTION 2 - REGISTRATION RATE Mercure Hotel, North Quay, Brisbane SMSF Conference and Adviser Training Day $175 SMSF Conference only (Thursday 26 March) $50 Adviser Training Day only (Friday 27 March) $150 SECTION 2 - PAYMENT Mastercard Visa Expiry Credit card number Cardholder s name Signature for the amount of $ Date or EFT Lawyers BSB: Account: I have made payment via EFT transfer in the amount of $ with refrence: SHB - (Company Name) or My cheque payable to for the amount $ of is attached Please keep a copy of this form for your own records as it will be a tax invoice for GST purposes when you make payment. Separate receipts will only be issued if requested. So that this tax invoice is complete, please ensure you insert the date you have made a payment. Cancellations made within five working days of event will incur full charge substitution of attendee accepted.

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