Breakfast briefings for accountants
Coming soon to a venue near you – the big issues and key technical updates on all things SMSF in 2024.
Kicking it off with the big one:
SMSFs and a good death (or a happy legacy)
Many accountants avoid this one. Death is after all a sensitive subject.
But how wills and estate plans are set up has a material impact on an SMSF after a trustee dies.
Tax effectiveness, asset protection, and ensuring the legacy of the deceased are all directly impacted by the preparation (or lack thereof) of a robust estate plan.
Followed by:
- Valuations – a murky one, but an important issue to get right so that your trustees are protected.
- $3M Super Tax update
- The latest technical issues that keep the ATO ticking.
- Q&A: for many accountants the most valuable part is the Q&A, where you can ask me any prickly SMSF client questions you have.
These training events are for all accountants, whether or not you are already a TriSuper client. So come along to learn, enjoy breakfast, enlightenment and problem-solving with your peers, and earn 1.5 CPD points all at the same time.
Your free briefing includes:
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- 1.5 hours of training – 1.5 CPD points
- Q&A session
- Pre-audit checklist
- Full training notes
- Continental breakfast
Times: 7.30am to 9am; please arrive from 7.15am.
Dates and Venues: please select from the dropdown list.
Bookings are essential so sign up today!
RSVP: If you later cannot make it, please let us know so we can cancel your spots – thank you.
I'm looking forward to meeting you all.
Joel Curry