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.



Questions about how to use our service	Phone 02 9684 4199 Fax 02 9638 3060 Email sales@trustdeed.com.au
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	I did not expect a reply till some time next week and on Sunday, I send a support service request at about 6 pm, and then 20 minutes later, I have your expert reply. WOW, this is extraordinary support. There need to be no other better word said about your extraordinary excellent support services. All those out there trying to set up a company, you are at the right place. Thanks and best regards

	-Allan Tong Director & Trustee

	I contacted Trustdeed.com support people with a technical problem related to borrowings in a SMSF. The quick and out of box solution I got from their team was just amazing. Their help and support went beyond what was expected of them. And having travelled all the way from Brisbane to Sydney to attended few seminars presented by Trustdeed technical director Mr. Manoj Abichandani, I can say that it is time and effort well spent. I will happily recommend their services to anyone.

	-Campbell McCart CPA B.I.T. Accountants

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