Tax Masterclass Series: Dates 30 May/ 7 June/ 15 June

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Tax Masterclass Series: Dates 30 May/ 7 June/ 15 June

Lecture Theatre 102, Level 1
Melbourne Law School, Building 106
185 Pelham Street

Map

A series of three Masterclasses will be held at the Melbourne Law School during May and June 2017. For more information, click on Book Now.

MASTERCLASS TOPIC 1 - Capital Gains Tax (CGT) Relief

Tuesday 30 May 2017 6.30 to 8.30pm Cost: $230 (incl gst) (presented by Bryce Figot)

The CGT relief for SMSFs paying account-based pensions and transition to retirement income streams offers significant benefits. However, there are many complexities to be aware of in order to best apply the relief for clients. This session will examine:

  • key rules

  • traps (including the top seven instances where it’s best to not use the relief)

  • strategies to maximise the value delivered to clients

MASTERCLASS TOPIC 2 - New contribution and pension rules

Wednesday 7 June 2017 6.30 to 8.30pm Cost: $230 (incl gst) (presented by Rebecca James)

The introduction of concepts like the transfer balance cap and the total superannuation balance cause a significant change in the traditional approach to making contributions and starting pensions. This session will examine:

  • what action must be taken before 1 July 2017

  • key rules from 1 July 2017

  • top case studies to apply to add value to clients.

MASTERCLASS TOPIC 3 - Changes for succession planning

Thursday 15 June 2017 6.30 to 8.30pm Cost: $230 (incl gst) (presented by Daniel Butler)

The introduction of the transfer balance cap, in conjunction with Law Companion Guideline 2017/3 (finalised on 8 May) means that many superannuation succession plans need revisiting. This session will examine:

  • new rules

  • case studies

  • practical action to start taking now.

Presenters

  • Mr Bryce Figot
    Mr Bryce Figot, Special Counsel
  • Ms Rebecca James
    Ms Rebecca James, Special Counsel
  • Mr Daniel Butler