Education Training to keep you up to date

We provide you with live educational events to keep you updated with all the changes brought on by new ATO updates, regulations, courts rulings and government changes.

For many though the most valuable part is the Q&A where I answer questions accountants have about how these impact trustees and their SMSFs. Keep an eye out here for upcoming events.

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

Past Events

 

SMSF Estate Planning Webinar

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. Stuart was instrumental in the growth of Politis into national financial advisory firm. He heads a team of eleven that supports clients achieve their financial goals. To enjoy a happy retirement.

Philip Hewitt, Special Counsel, SWS Lawyers. Philip set up his first testamentary trust in 1991 and is very experienced in both understanding and drafting trust deeds and testamentary trust terms. He also helps businesses and private individuals navigate succession planning issues.

Joel Curry, Director, TriSuper Auditors. One of the Top 100 SMSF auditors as rated by the ATO. And one of only 10 given a clean bill of health at the start of 2020. Joel is also a previous Auditor of the Year and sought-after media commentator.

Note the webinar will also attract 1 CPD point.

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TSA Webinar Banner

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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TSA Webinar June 2020

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 

 

Free SMSF Review

Some SMSFs are very tricky. We are happy to review one for you to help. No expectations. It’s our way of giving back.

  • Compliance - does the SMSF comply with all the ATO rules and regulations including SISA, TRIS and SISR?
  • Breaches – are there any breaches that have your clients exposed to high penalties? That they will have to pay themselves.
  • Improve its performance – identify ways in which the SMSF pays less tax to the government and protects your clients' assets.