Webinar – SMSF Expenses Under the Microscope

Following the release of legislation that deals with the ramifications of SMSFs not paying expenses on an arm’s length basis. now is a good opportunity to have a look at the type of expenses an SMSF might pay on an annual or ad hoc basis. With all the focus on the detrimental outcome of non-arm’s length expenses (NALE), it shouldn’t be overlooked that there are also tax benefits associated with many SMSF expenses.

In this webinar, Tim Miller from Smarter SMSF will put various expenses under the microscope, and explores the various types of deductions available within an SMSF as well as all the associated benefits and risks. Amongst other items, the webinar will cover:

· Operating expenses

· Investment related expenses

· Tax-related expenses

· Legal expenses (incl. deed amendments)

· Statutory fees and levies

· Otherwise deductible expenses, such as insurance premiums

· Future service deductions

· How NALI & ECPI impacts the claiming of certain deductions

Learning outcomes:

At the end of this webinar, participants will have an appreciation for:

· the types of expenses an SMSF might be liable for.

· the deductibility of various SMSF expenses

· how NALI and ECPI can impact various SMSF expenses

Disclaimer: By registering, you consent to receiving communications regarding SuperGuardian’s services, including education, newsletter and general marketing communications.

Presenter: Tim Miller

Cost: Free

Date: Thursday 12th October 2023

Time: 12:30 pm – 1:30 AEST

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Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.