Superannuation

Superannuation

Auditing Risks: A Practical Guide

1 Hour

$155.00 incl. GST

1PD hours

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

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SMSF Trustee Death Benefit Decisions

1 Hour

$155.00 incl. GST

1PD hours

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

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SMSFs and Property Investment

1 Hour

$155.00 incl. GST

1PD hours

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

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LRBAs in SMSFs Latest Developments

1 Hour

$155.00 incl. GST

1PD hours

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

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Best Interest Duty and Getting SMSF Advice Right

1 Hour

$155.00 incl. GST

1PD hours

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

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SMSF Pension Strategies

1 Hour

$155.00 incl. GST

1PD hours

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

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Property Development in a Fund

1 Hour

$155.00 incl. GST

1PD hours

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

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Insurance within SMSFs: A Critical Guide

1 Hour

$155.00 incl. GST

1PD hours

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

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SMSF Portfolio Review

1 Hour

$155.00 incl. GST

1PD hours

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.

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Tax and Superannuation: Latest Developments

1 Hour

$155.00 incl. GST

1PD points

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

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Superannuation Essentials Conference

Full day

$695.00 incl. GST

6.5PD hours

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

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Superannuation Essentials

Full day

$595.00 incl. GST

5.5PD hours

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

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Superannuation Essentials

Half day

$360.00 incl. GST

4PD hours

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

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CANCELLED: Superannuation Essentials

Full day

$695.00 incl. GST

7PD hours

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

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CANCELLED: CPD Day for Trusted Advisors

Full day

$695.00 incl. GST

6PD hours

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

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Tax, Super, Trusts: The Latest

Half day

$280.00 incl. GST

3PD hours

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

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CANCELLED: CPD Day for Trusted Advisors

Full day

$695.00 incl. GST

6PD hours

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.

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CANCELLED: CPD Day for Trusted Advisors

Full day

$695.00 incl. GST

6PD hours

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.

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COVID-19 & Your Clients: Questions Answered

Half day

$280.00 incl. GST

3PD hours

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

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SMSF Audit Risk: Mini Series

3 hours

$280.00 incl. GST

3PD hours

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

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