Tax Masterclass Series: Dates 30 May/ 7 June/ 15 June
Lecture Theatre 102, Level 1
Melbourne Law School, Building 106
185 Pelham Street
T: +61 3 9035 6419
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:
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:
practical action to start taking now.
Mr Bryce Figot, Special Counsel
Mr Bryce Figot
Bryce is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 15 years. He is a senior fellow at the University of Melbourne and is the subject coordinator of, the subject ‘Taxation of Superannuation’ as part of Melbourne Law School’s masters program. He is the author of the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death. Bryce also is a regular seminar presenter on tax and SMSF topics, presenting for major professional bodies including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand, and CPA Australia. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. Bryce is a Specialist SMSF Advisor as well as being a Chartered Tax Adviser.
Ms Rebecca James, Special Counsel
Ms Rebecca James
Rebecca is an experienced SMSF lawyer, with over ten years’ expertise in advising accountants, financial planners and trustees on superannuation and taxation law matters. She is known for providing practical, solutionsfocused advice on operating and managing a SMSF. A key focus of Rebecca’s practice involves providing strategic advice on the regulatory and taxation aspects of superannuation, including: superannuation death benefit planning and dispute management; taxation of accumulation and benefit payments; and structuring and implementing complex investment arrangements involving SMSFs. Rebecca has presented for various organisations, including The Tax Institute and the SMSF Association. Rebecca holds a Master of Laws from the University of Melbourne as well as being a Specialist SMSF Advisor.
Mr Daniel Butler, Director
Mr Daniel Butler
Dan is recognised as one of Australia’s leading SMSF lawyers complemented by his taxation and commercial expertise. He has worked predominantly in the fields of tax and superannuation over the past 30 years, is a qualified Chartered Tax Adviser, Chartered Accountant and has an MBA from the University of Melbourne. He is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Dan regularly presents for the major professional bodies including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network. He is a senior fellow at the University of Melbourne of the subject ‘Taxation of Superannuation’ as part of Melbourne Law School’s masters program and is a member of the ATO’s Superannuation Industry Relationship Network, the Chair of The Tax Institute’s National Superannuation Committee and is a member of the Law Institute of Victoria’s Tax Committee and is involved with a number of other tax and SMSF committees and is a Specialist SMSF Advisor.