Webinar – The problem dealing with related parties

A number of recent Court cases have highlighted that dealing with related parties can be both convenient and yet complex at the same time, as Fund Auditors and indeed the Regulator look beyond the transaction itself to determine whether its purpose and application satisfy the various superannuation investment restrictions.  At their very core, SMSF related party transactions will need to pass more than one regulatory provision and often that number is 3 or more once you factor taxation.
 
In this webinar, Tim Miller from Smarter SMSF will use recent case outcomes to highlight the many key investment considerations that must be undertaken every time SMSF trustees contemplate dealing with a related party, including the initial trigger of whether the parties are related or not.
 
Learning Outcomes
 
At the end of this webinar, participants will have an appreciation for:
 
·How the sole purpose test sits behind every decision a trustee makes
 
·Who is a related party of an SMSF
 
·The various investment restrictions beyond the sole purpose test that impact related party transactions
 
·The impact of getting related party transactions wrong
 
 

Presenter: Tim Miller

Cost: Free

Date: Tuesday 20th August

Time: 12:30 pm – 1:30pm 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.

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