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SMSF Training & Events

TriSuper Auditors provides SMSF training for accountants to keep you up to speed with the many changes brought in by government Budgets and new ATO updates and regulations. In addition court rulings and case law are on stream all the time. It can be hard to keep up.

On my SMSF blog you’ll find up to date information and checklists on everything from LRBA Compliance and SMSF Collectables to SMSF auditor independence and even whether you can run a business from an SMSF.

Here I will keep you up to date with any SMSF training and events TriSuper Auditors is holding.

Ongoing Training

SMSF upheavals – Preparing for July 2017 Super Reforms

We have been conducting a series of complimentary briefings to accountants and planners as to the workings of the budget changes. If you have any questions as to how the changes will work, or would like us to present our post-budget SMSF updates at your office, please contact us and we will be delighted to arrange it.


Previous Events

Stay on top of the SMSF upheavals in 2017 

Preparing for July 2017 Super Reforms

The budget – and post-budget changes – have completely changed the SMSF landscape. SMSFs are also the area of tax with the largest potential penalties – and your clients, the trustees, are relying on you to ensure compliance.

Joel Curry is hosting a breakfast briefing on 18 Nov 2016 to bring accountants right up to date with all the latest changes, and their implications for your clients. You will come away with a detailed understanding of the following along with full training notes and a pre-audit checklist:

SMSFs in the post-budget world

How to navigate the minefield of new Contributions rules

Wholesale changes to Pensions regulations

Related Party LRBAs under attack – 31 January 2017 deadline

Hot list on the ATO’s radar

Q&A session on any client-specific SMSF issues

This 1.5 hour session can be counted for 1.5 CA CPD points.

  • Date:  Friday 18 November 2016
  • Time:  7am for a continental breakfast; training from 7.15am to 8.45am
  • Cost:   $39 +gst for one attendee; $63 for two. Includes continental breakfast.
  • Venue: Newcastle Club, 40 Newcomen St, Newcastle 2300. NB dress code applies.

Your briefing includes

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

If you can’t make this date but would like to be kept in the loop regarding future training and SMSF industry news, please send a quick email to