Within a growing SMSF sector, it is a relatively small industry of professionals that connect across many different professions. Forging working relationships and friendships across the sector, when an industry colleague needs help, it’s time to stand up and provide much needed hope. Brooke Hepburn-Rogers […]
Risk Management | Compliance Transitional relief is coming to an end. This session will arm you with the knowledge you need now to safeguard your practice and clients in the wake of NALI reforms. In this session: NALI case studies – gain insights and learnings […]
Estate Planning | Succession Planning | Risk Management With the increasing number of court cases involving death benefits in SMSFs, greater care should be placed in evaluating discretion or direction approaches when it comes to death benefits. In this session, gain insights in: The benefits […]
Contributions | Compliance Following the release of the 2021 federal budget, gain key insights to navigate the changing contributions landscape to prepare your clients and develop new strategies to maximise super contributions. In this session: Navigate changes to various contribution caps from 1 July 2021 […]
Legislation | Pensions |Tax Changes announced in the May 2021 federal budget for legacy pensions will potentially have profoundly positive impact on clients receiving these pensions but also flow-on effects on the treatment of pension reserves, creating uncertain and complex tax issues. In this session, […]
Regulation | Legislation This session is your not-to-be-missed legislative update for SMSF advisers wishing to keep ahead of the regulatory curve. Delivered by Aaron Dunn, this session will provide you with a comprehensive update on major policy and regulatory changes for SMSFs as we analyse […]
Presented By Rebecca Oakes, SMSF Technical Manager CPD 0.25 HOURSASICSMSF (0.25 hour) FASEATechnical competence (0.25 hour)”
Presented by: Troy Smith, Senior Technical & Regulatory Change Manager, Lonsdale Mark Gleeson, Senior Technical Services Manager, Lonsdale CPD 0.25 HoursASICSMSF (0.25 hour) FASEAProfessionalism and ethics (0.25 hour)”
Presented by Mark Ellem, Head of Education, Accurium Accurium’s award winning service provides you with actuarial certificates within minutes. You can order direct via our online portal or through leading SMSF accounting platforms such as BGL, Class Super and SuperMate. We provide amendments to actuarial […]
In this episode of the SMSF Adviser Show, hosts Miranda Brownlee and Aaron Dunn are joined by ATO director, SMSF auditor portfolio, Kellie Grant to provide an update of what queries the ATO has been receiving in relation to meeting the restructured APES 110 code […]
