Education Training to keep you up to date

Our live educational events keep you updated with all the changes brought on by new ATO updates, regulations, court 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. 

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

Past Events with replay links

TriSuper Auditor April Webinar Click to Register jpg

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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SMSF Estate Planning Webinar

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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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.