SMSF BRIEFINGS 2023 TriSuper Auditors
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SMSFs Sorted (Live Training for Accountants)

Sep 25, 2023, 8:26 AM

 

It’s time to enjoy some training and problem-solving over breakfast again, and we have six dates lined up for you in October and November covering Newcastle, Maitland, Port Macquarie, Coffs Harbour, Dubbo and Orange.

The world of SMSFs is even more complex, tightly regulated, and litigious.

  • The ATO has expanded the focus of its spotlight. And it’s getting hotter. It is now cracking down with vigour.
  • In the last 12 months there have been 126 new regulations, court rulings and guides affecting SMSFs.
  • SMSF professionals are being taken to court more often.

 

Joel Curry, Director of TriSuper Auditors, will be hosting breakfast briefings to bring accountants up to date with all the latest changes – and how they impact your business and your clients.

As SMSF auditors, TriSuper sees first-hand the issues and breaches that flow through the administration process. We are also on the frontline of the ATO’s vigilance.

 

Get bang up to date on SMSFs in 2023

You will come away from your briefing with a detailed understanding of the following, along with full training notes and a pre-audit checklist:

  • 2023 SMSF Updates: ATO rulings and guidance
  • The vexed issue of property development
  • NALI and the new ATO guidance
  • Unravel the thorny question of estate planning
  • Innovative ways SMSFs are being used to achieve investment goals
  • ATO Heat lamp – audit targets and hit-list
  • How to insulate your practice from litigation.

For many accountants the most valuable part is the Q&A, where you can ask Joel any prickly SMSF client questions you have.

The briefings include:

  • 1.5 hours of training – 1.5 CPD points
  • Q&A session
  • Pre-audit checklist
  • Full training notes
  • Continental breakfast

Times: Each event runs from 7.30am to 9am; please arrive from 7.15am.

RSVP: these briefings are free. Please reserve your place(s) via the links below, as seating is limited and breakfast is served.  If you later cannot make it, please let us know you need to cancel your place – thank you.

 

Feedback from previous events

“Practical illustrations”
“Provided examples, went through many key issues”
“Simplified / summarised info, easy to follow and understand”
“A different perspective – from the audit side”
“Liked the breadth of information dealt with.”

 

Reserve your place now:

Click a date below to take you to the relevant stickytickets booking page (tickets are free).

  • Newcastle – Friday 20 October
  • Maitland – Friday 27 October
  • Port Macquarie – Thursday 2 November
  • Coffs Harbour – Friday 3 November
  • Dubbo – Thursday 16 November
  • Orange – Friday 17 November

These events have now taken place. Click here to view the slides.

For information about upcoming events, click here.

If you were unable to attend one of the events above but would like a briefing for you and your colleagues, I am happy to visit your offices when in the area. Please just call 1300 TRISUP to book a time or alternatively email me directly at joel@trisuperauditors.com.au.

If you have any questions or want more information please contact Leanne on 1300 874 787 or via email at leanne@trisuperauditors.com.

 

Joel Curry is one of the country’s leading SMSF auditors, rated in the top 2% by the ATO and past winner of SMSF Auditor of the Year, NSW. He is also a highly sought-after media commentator.

Enquire today

For an obligation-free chat about your world, what matters to your clients, and how we help, fill in the form or call 1300 874 787 to book a conversation with Joel.