Superannuation

SMSF Symposium: Opportunities and Threats

Issues covered include: Financial Adviser Standards and Ethics Authority (FASEA) Update, TBAR, Royal Commission, Pension options, SMSF Deed, Superannuation contributions, non-concessional contributions, Transfer Balance Account, Super Death Benefits, Binding death benefit nominations, blended families, incapacity.

5th Annual Small Business Tax Essentials and SMSFs: Risks and Opportunities

SMSFs: Risks and Opportunities

Regulators are increasingly targeting SMSF advisors after finding that 90% of them have breached the law. If you want to stay out of the crosshairs and avoid a regulatory disaster for your practice and your clients it’s critical to keep updated with the latest legislation and understand precisely what regulators require. Take this opportunity to pick up practical tips on TBAR and work out tailored solutions on pensions, contributions, super death benefits and other planning strategies for your SMSF clients.

TBAR Reporting How It Works and the War Stories

SMSF Day 2019

Issues covered include: regulatory updates, owning property in an SMSF, non property investments, NALI, income rules, unrelated parties, retirement vehicles, pre and post relationships, strategic estate planning

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

5th Annual SMSF Conference 2018

Don’t miss this opportunity to raise the (T)bar on the SMSF strategies you can implement in your practice while we rollover the latest SMSF information directly to you and transfer the balance of updates you need to have on your radar. Experts working at the coalface of SMSF practice will deliver a unique, in-depth, and practical contribution workshop along with step by step guidance

TBAR, Rollovers and the Transfer Balance Scheme

Issues covered include: TBAR, rollovers, transfer balance cap, reporting, compensation

Auditing Risks: A Practical Guide

Issues covered include: audit risks, audit issues, SMSF auditor liability

SMSF Trustee Death Benefit Decisions

Issues covered include: trustee death payment decisions, SMSFs, superannuation death benefits

SMSFs and Property Investment

Issues covered include: SMSFs, property investment, property structures, ATO

LRBAs in SMSFs Latest Developments

Issues covered include: LRBA landscape, SMSFs, regulator activity, compliance programs

Best Interest Duty and Getting SMSF Advice Right

Issues covered include: best interest duty, ASIC, SMSF, SMSF Advice

SMSF Pension Strategies

Issues covered include: SMSF Pension Strategies, Retirement Income Streams, TBAR and TSB, Account Based Pensions, ECPI

Property Development in a Fund

Issues covered include: SMSF, owning property, property development, ATO, property investments

Insurance within SMSFs: A Critical Guide

Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension

SMSF Portfolio Review

How do you really know when an SMSF portfolio is as strong as it could be? Can you identify red flags on sight? What are the top advisers recommending? Spend an hour and gain the latest and greatest advice on SMSF portfolio review.

Tax and Superannuation: Latest Developments

Issues covered include: COVID-19, superannuation funds, compassionate grounds, LRBAs, non-arm length income, in-house assets, financial year

Superannuation Essentials Conference

Issues covered include: superannuation audit, what ATO looking for in audit of super, tax effective pensions, TBAR, practical tips TBAR, SMSF and property investment, investing in property in SMSF, super contributions, sole purpose test, ATO sole purpose test, superannuation strategies, common problems with SMSF, family breakdown and SMSF, SMSF compliance, family law payments to SMSF

Superannuation Essentials

Issues covered include: audits, contributions, small business CGT Concessions for super, property development in SMSF, incapacity, unexpected circumstances.

Superannuation Essentials

Issues covered include: pension strategies, superannuation contributions, estate planning and superannuation, and SMSFs and unexpected circumstances.

CANCELLED: Superannuation Essentials

Issues covered include: superannuation audit update, investment diversification, Valuations of unlisted shares/units, non-arms length income provisions, property investment in superannuation, property investment vs unit trusts, using LRB, tax effective pension, TBAR timing issues, death benefits, maximise contributions, sole purpose test, Reversionary v non-reversionary pensions, rolling death benefits, death benefit nominations, SMSF compliance

CANCELLED: CPD Day for Trusted Advisors

Issues covered include: 2020 Tax update, COVID Measures and Their Impact on 2020 & 2021 Tax Positions, new rules limiting deductions for vacant land, offshore tax deduction, Transferor Trust regime, operation of s99B, business valuations and COVID19, keeping clients data safe

Tax, Super, Trusts: The Latest

Issues covered include: COVID-19, Division 7A, Asset protection, estate planning, superannuation

CANCELLED: CPD Day for Trusted Advisors

Busy accountants need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.

CANCELLED: CPD Day for Trusted Advisors

As a busy accountant, you need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.

COVID-19 & Your Clients: Questions Answered

Issues covered include: COVID-19, 2020 SMSF audits, tax update, business valuation, client's will

SMSF Audit Risk: Mini Series

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits & the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion

SMSF Audit Risk: Valuations Now and Into the Future

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

SMSF Audit Risk: Audit Requirements for COVID-19 Concessions

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

SMSF Audit Risk: Workshop Panel

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

ATO Crackdown on JobKeeper, Super

The money has flowed and now it’s time to cross-check. The ATO are data-matching to crackdown on inappropriate access to the government’s early access superannuation and JobKeeper schemes. Now is the time to make sure your clients were eligible. Plus, stay on top of changes to eligibility.

SMSF Structures and Investments

Ensure that your clients’ SMSF is structured effectively, and that the structure stays effective no matter the circumstances. Examine the considerations around companies, trusts and super, understand the investment rules for SMSFs and confirm that it meets all compliance obligations. Get the latest advice directly from the experts on SMSF structures and investments to meet your client’s expectations.

SMSF Compliance: Audits, Pensions and Sole Purpose Test

SMSF compliance has become even more complex over the last six months. Hear from the superannuation gurus working at the coalface on SMSF audits, the most effective pension strategies and the Sole Purpose Test. Don’t let simple mistakes become expensive ones.

SMSF Compliance, Structures and Investments: 2 Part Series

In this 2 part series, get all your SMSF technical updates. Session One focuses on SMSF compliance, with the latest information on SMSF audits, the most effective pension strategies and the Sole Purpose Test. Session Two examines SMSF structures and investments, including considerations around companies, trusts and super, and the latest investment rules for SMSFs. Attend online from any location, on any device, and hear from the superannuation gurus working at the coalface.

Regulatory Compliance and Consumer Protection: Maintaining Your AFSL and Meeting Compliance Requirements

Getting your AFSL is only the first hurdle; maintaining compliance is the marathon. Clearly, even large licensees have struggled to comply with the laws and their license conditions. Make sure you have dotted the i’s and crossed the t’s on your compliance checklist by attending this 1 hour webinar with Sophie Gerber.

Passing Control of Discretionary Trusts

The very qualities that make discretionary trusts so appealing when established also create many headaches when it is time to pass control to the next generation. Familiarise yourself with the tax consequences, and how best to satisfy the expectations of both ingoing and outgoing generations.

Client Care and Practice Bundle

Looking for Client Care & Practice hours to meet your FASEA requirements? Look no further. In 5 easy online sessions, our Client Care and Practice Bundle delivers 5 FASEA CPD hours to fulfil your mandatory requirements. In live & recorded sessions online, engage with our expert speakers on best practice advice to act as a client centric adviser. Everything from how to deal with complaints, how to get paid on time, how to niche your practice, how to expand your advice to turn 1 client into many, plus more