SMSF Residency Rules


Information for advice professionals only.

All SMSFs must meet certain residency rules in order to benefit from the concessional tax treatment of superannuation, including to be an 'Australian Superannuation Fund' at all times. In this session we will work through the residency tests and solutions for clients who may be spending time both in Australian and overseas.

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We all want to do the best by clients. We would do whatever we can to help them achieve their goals. But we need to ensure we continue to act ethically and not allow our relationship with clients to cloud the ability to make ethical decisions.
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This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.


The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.