Managing Director of The SMSF Academy, Aaron Dunn, said the topic was decided in response to continuing Australian Taxation Office (ATO) concerns about whether trustees and/or the professionals advising them, are correctly calculating and applying tax exemption on income generated by the fund, as members move from the accumulation fund to retirement.

“With an aging population and a focus on maximising tax exemption within SMSFs, it is critical that advisers have a better understanding of actuarial requirements and strategies to obtain fantastic outcomes for their clients,” Mr Dunn said.

The one-hour interactive webinar, which will run on Wednesday 22 June, 2011 from 12:30pm, will be co-hosted by Mr Dunn and Senior Actuary at Bendzulla Actuarial, Geoff Morley, who will discuss and provide examples on:

• Understanding the unsegregated method for SMSFs
• Common mistakes and tips when using the unsegregated method
• How segregation works within a SMSF

Time will also be made available at the end of the session for questions from the webinar audience, including discussing current ATO issues.
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Mr Dunn said he is delighted to be joined by someone of Mr Morley’s calibre.
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“Bendzulla Actuarial specialises in providing practical solutions for SMSF trustees and their professional advisers and has won every BRW Client Choice Award for Best Actuarial Firm since 2007,” he said. “Geoff is an acknowledged expert in his field and has over 19 years experience in actuarial consulting in Australia and the UK.”

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