Education Training to keep you up to date

Our live events keep you updated with all the changes brought on by ATO updates, new regulations, court rulings and government changes. For many accountants the most valuable part is the Q&A, where I answer your questions about how these impact trustees and their SMSFs. 

• • Stay up to date with all the SMSF knowledge you need
  • Earn CPD points
  • Ask any SMSF client questions you have

Upcoming Events

SMSFs Alive - Breakfast briefings for Accountants, 2024 Tour

Coming soon to a venue near you – the big issues and key technical updates on all things SMSF in 2024.

Come along to learn and enjoy a (free) breakfast, enlightenment and problem-solving with your peers - and earn 1.5 CPD points all at the same time.

Bookings are essential so sign up today - click here >> to book your place.

Past Events

with replay and download links

Live Webinar #1: Divorce and SMSFs – It Happens  

Super and the Ex – “Nobody expects the Spanish Inquisition” 

Few people enter marriage prepared for divorce. Yet with an estimated 44% of marriages ending that way, clearly emotions overrule prudence. 

In this half-hour webinar I discuss all issues Divorce & SMSFs including:

• Get it right upfront – plan for breakdown 
• Is the ex a SIS/ATO dependant 
• BDN to the ex? 
• Forced sale of illiquid assets 
• Illegal access on separation 
• Can I continue to run my SMSF with my ex? 

Missed the live webinar? Click here to view the recording (34 mins)

Webinar Slides: Click to view

__ 

Get bang up to date on SMSFs in 2023

In October and November 2023 I held a series of local briefings to bring accountants right up to date with all the latest changes, and how they impact your business and your clients.

Attendance attracts 1.5 CPD points.

Presentation Slides: Click to view

__ 

Property and SMSFs - what strategies are we seeing?

This online educational briefing covered the innovative and compliant new SMSF strategies emerging in the start-up world, with particular focus on farming activities.

And of course, exciting new announcements such as the proposed $3M cap.

Attendance attracts 1 CPD point.

Missed the live webinar? Click here to view the recording (44 mins)

Webinar Slides: Click to view

__ 

1. Death & SMSFs - Preparation

Prevention is better than cure, and in the case of legal disputes, much cheaper.

The first webinar in a series of two. Our two panel experts discussed:

• How to safeguard your will and estate plans from challenges.
• Role of an enduring power of attorney.
• Asset protection vs tax minimisation – which is best for your client?
• Trip wires in the SMSF that must be addressed.

Missed the live webinar? Click here to view the recording (55 mins)

Webinar Slides: Click to view slides from Kevin O'Brien, Landmark Legal and Joel Curry, TriSuper Auditors here

__ 

2. Death & SMSFs - After the Event

The key issues discussed in this second webinar included:

• What distributions can take place post death?
• Who controls the SMSF now?
• How to minimise Death taxes.

Please note, attendance at the webinars attract 1 CPD point each.

Missed the live webinar? Click here to view the recording (1 hour)

Webinar Slides: Click to view slides from Landmark Legal and TriSuper Auditors here

___

Get bang up to date on SMSFs in 2022

In May 2022 I held briefings to bring accountants up to date with all the latest changes, and how they impact your business and your clients. We covered:

1. Concessional Contributions
2. Non-Concessional Contributions
3. Pensions
4. Six Member Funds
5. Asset Valuations
6. Non Arms-Length Income (NALI)
7. ATO Heat Lamp
8. Our Ageing Client Base

Attendance attracted 1.5 CPD points.

PDF Slides: Click to view

___

20 January 2022: Property and SMSFs: are you getting it right?

The sixteen most common questions. And where trustees are in danger of going wrong.

A discussion including:

• “What types of property can SMSFs buy from members?”
• “When can a super fund lend or lease property to members for use?”
• “How can a fund buy a property with a member or business partner?”

Attendance attracts 1 CPD point.

Missed the live webinar? Click here to view the recording (35 mins)

Webinar Slides: Click to view

___

SMSF Updates April 2021

There have been a lot of changes in the last 12 months. Joel Curry will be covering a host of topics including:

• Mandated independence between SMSF Auditor and administrator
• Temporary leniency around some SIS regulations
• ATO crackdown on investment strategy
• Indexation of TBC

Note the webinar will also attract 1 CPD point.

Missed the live webinar? Click here to view the recording (35 mins)

Webinar Slides: Click to view

___

LIVE WEBINAR November 2020

SMSF Estate Planning Masterclass

SMSF Estate planning and the incapacity or death of a member can be fraught with compliance, legal and taxation issues:

• Can the SMSF continue to the next generation?
• How can business assets be dealt with?
• Avoiding tax on death benefit payments?
• Who has control?
• What happens in the event of death or divorce?
• Mixed Families:
  • How to manage the different financial needs of the parties?
  • Does the trust deed reflect the intentions of all parties?
  • Are binding death nominations valid?

Case Study: click to read or download

Missed the live webinar? Click here to view the recording (50 mins)

Webinar Slides: Click to view

Your Presenters

Stuart Wolfe, Head of Advice, Politis Investment Strategies

Philip Hewitt, Special Counsel, SWS Lawyers

Joel Curry, Director, TriSuper Auditors

___

LIVE WEBINAR October 2020

Unpacking Apes 110, ATO rulings and how to profit from new order

• What is forbidden – every single edict
• Dispelling any ambiguity about current practices
• Commercial opportunities of independence

Note the webinar will also attract 1 CPD point.

Missed the webinar? Click here to view the recording (30 minutes)

Webinar slides PDF: Click here

___

LIVE WEBINAR June 2020

SMSF ATO Hotlist and COVID -19 update

Get bang up to date with this educational webinar covering:

• COVID-19 induced policy changes to SMSFs
• Other SMSF changes
• ATO Hotlist
• The seven most common mistakes we see coming through now

Missed the webinar? Click here to see the recording

1. Presentation slides: Click here

2. End of year checklist: Click here