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

 

To ensure you hear about future training events - online or in person - sign up to our Insights here >>.

 

Past Events

with replay and download links

SMSFs in an Uncertain World (Live Webinar for Accountants)

Whichever way you look at it – there is a lot of uncertainty and volatility out there:

  • The US president is upending every social and world order he can.
  • We are in the midst of a faux political campaign between the two major parties – which are really major minor parties – and the minor parties might hold the balance of power.
  • The baby boomers are ageing.

And in the middle of all this is Super.

To help navigate the current uncertainty and how it affects SMSFs, I discuss:

  • the aftermath of the Federal Budget

  • deciphering what the major parties have to say about Super

  • key changes that take effect July 1 2025.

"Nice work Joel, one of the better webinars I've attended recently."

Paul Mattock, Evolve

Missed the live webinar? Click here to view the recording (46 mins)
Webinar Slides: Click to view

 

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SMSFs Alive – Breakfast briefings for Accountants, 2024 Tour

The big issues and key technical updates on all things SMSF in 2024/25.

Come along for a full training session, enjoy discussion and problem-solving with your peers, and a (free) breakfast - and earn 1.5 CPD points all at the same time.

Presentation Slides: Click to view

 

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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

 

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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

 

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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
 
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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
 
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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

 

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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

 

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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 

 

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.