SMSF & Superannuation

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

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

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

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

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

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

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

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

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

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.

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

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

Issues covered include: SMSF, property development, LRBA's, COVID-19, recent Regulator's Bulletin

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.

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.

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.

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.

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.

A comprehensive update on recent developments in tax for individuals, including super, trusts and tax changes that impact your clients.

Ensure that you are up-to-date with recent changes affecting your small business clients. This series will provide you with a timely update on changes to FBT and the current focus areas for the ATO. WEB234A01Z