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
Get bang up to date on SMSFs in 2022
It’s been an interesting two years, and I’ve missed meeting up in person with colleagues. But it’s time to enjoy some training and problem-solving over breakfast again, and I have 3 dates lined up for you in May.
I’ll be hosting breakfast briefings to bring accountants up to date with all the latest changes, and how they impact your business and your clients.
You will come away from your briefing with a detailed understanding of the following, along with full training notes and a pre-audit checklist:
- 2022 SMSF Updates: ATO rulings and guidance.
- The vexed issue of private asset valuations.
- Trusts and the new ATO guidance.
- Unravel the thorny question of NALI.
- Innovative ways SMSFs are being used to achieve investment goals.
- ATO Heat lamp – audit targets & hitlist.
- How to insulate your practice from litigation.
For many accountants the most valuable part is the Q&A, where you can ask any SMSF client questions you have.
The briefing includes:
- 1.5 hours of training incl Q&A – 1.5 CPD points
- Pre-audit checklist
- Full training notes
- Q&A session
- Continental breakfast
Dates:
Times:
- Each event runs from 7.30am to 9am. Arrive from 7.15am.
RSVP:
- Bookings are essential as seating is limited. Click on the dates/venues above to reserve your place.
Past Events with replay links
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
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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
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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
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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
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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