Are you confident that your current strategy regarding the segregation of your fund’s assets is maximising your SMSF? It is vital that your strategy is regularly reviewed and takes into consideration the advantages and disadvantages of different methods (segregated & non-segregated) and any taxation effects.
This webinar, presented by SMSF Association’s Head of Education and Technical, Peter Hogan, will detail the practicalities of asset allocation as well as tips for the ongoing management of your fund with a particular focus on your transfer balance cap requirements and the calculation of exempt pension income.
Duration: 45 minutes
Presented by: Peter Hogan, Head of Education and Technical, SMSF Association
Peter Hogan, Head of Education and Technical, SMSF Association
Peter Hogan is the SMSF Association’s Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Advisor and former Chair and National Board member of the Association.