Business Real Property – The SMSF client issues just waiting to explode!

With upcoming Super tax changes and the ongoing issue of an ageing SMSF population, have you considered the HUGE issues of owning business real property in a SMSF?

Many clients continue to own their business premises in their SMSF. Why not, it was a great tax planning strategy in the past! But how will the introduction of the new Div 296 tax affect this? What about the ongoing issue of an ageing SMSF population; what happens when these clients eventually cease work? Will all that tax planning come unstuck! If you do nothing for your clients, then it probably will. 

In this session we will highlight several issues that YOU MUST consider for your clients, including:

• Identify how upcoming tax changes could affect your client SMSF’s holding business real property
• Identify existing client business succession issues 
• Consider how clients can plan now for the eventual & inevitable tax outcomes relevant for business real property
• Implement appropriate strategies to maximise your clients retirement position

Learning Outcomes:

Attendees of this session will walk away with:

• A better understanding of the business “Risks” associated with owning business real property in a SMSF.
• A detailed understanding of the specific tax issues relevant for both SMSF members and their families; and
• Strategies to deal with client specific situations

Suited to:

All SMSF Accountants and SMSF Advisors.

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