Book a Seminar with our SMSF specialist advisor and SMSF specialist Auditor

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DVD of Seminar for sale 1 Hr and 10 Minutes + Email of Notes + Seminar Slides ()

Burwood RSL Club, 96 Shaftsbury Road Burwood 7 PM IPA Burwood Professional Development Forum ()

The fee for the seminar is $55 Incl. GST and is tax deductible (Plus Travel).

Once you pay a confirmation email will be sent along with tax deductible invoice

ATO issued a draft ruling on 12th July 2011, "When a pension commences and ceases" in a self managed super fund. The effect of this ruling is that once the pensioner dies, all assets supporting a pension in the fund move back to accumulation phase if the pension is not an automatic reversionary pension.
Once assets move to accumulation phase, income is taxed at 15% and if these assets are sold, to pay a lump sum to non tax dependants (adult children) any gain is subject to tax. Income and Capital Gain in Accumulation phase increases 'taxed component" and if paid as "death benefit lump sum" to adult children (over 25 years old) are taxed to kids at 16.5% Including Medicare Levy
Imagine your $1M SMSF, on death will pay 15% Capital Gain Tax and your kids will pay another 16.5% on the balance or about $290,250 tax will reduce your inheritance.
Fortunately, there are cutting edge advanced SMSF Strategies which you can implement to mitigate this tax. Our Superannuation Technical Director, Mr. Manoj Abichandani SMSF Specialist Advisor, SMSF Specialist Auditor, will be presenting these strategies on 8th November at Penrith RSL Club, should you want to book.

Mr. Manoj Abichandani is a SMSF specialist advisor and SMSF specialist Auditor

Manoj is a seasoned speaker at various professional discussion groups. He has worked in SMSF industry for the past 21 years as a tax agent, accountant and SMSF Auditor. He has helped over 5000 trustees to set up their own funds and currently audits more than 400 funds each year for various accounting firms which puts him in the top 54 SMSF Auditors (as per ATO) in Australia.

He develops SMSF strategies and advises trustees & practicing accountants on complex SMSF matters. He has helped more than 500 members of SMSF to move to pension phase and is probably the most experienced advisor in this field.



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	As a accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes and all other relevant matters. You & your team at trustdeed.com provide us with prompt, efficient services.

	-Dickson Hong CPA Registered Tax Agent Registered ASIC Agent TAXATION BUSINESS SERVICES

	I was able to accomplish this at home, on the internet and at my own convenience. The content of trustdeed website for my SMSF and Family Trust are very valuable and the support team were great in providing feedback and guidelines for the document setup. The team at Trustdeed.com were very helpful and pleasant to deal with.

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