Are you my Relative? SMSFs and Related Parties

Join our session to unlock the secrets of related party acquisitions: when rules apply, exemptions to know, and how to handle mistakes!

The ATO consistently identify issues with related parties as the most common contraventions reported in Auditor Contravention Reports, such as loans to members and trustees not separating their personal and business affairs from their SMSF.

We 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.

We will use case studies to show what can go wrong and how they can be resolved

Learning Outcomes:

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

• The link between the acquisition rules and other key SIS regulatory requirements
• Who is a related party of an SMSF
• What the ramifications are for getting things wrong

Suited to:

SMSF administrators, accountants and financial advisers from small to medium practices.

This On Demand Includes: 

• Recording of the Live Webinar, which can be viewed multiple times
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation
• CPD Quiz
• CPD Certificate