The SMSF Adviser Technical Strategy Masterclass is your exclusive opportunity to meet, learn from and recognise the best of SMSF. Industry experts have delivered up-to-the-minute information on regulatory and legislative changes, and their impacts on SMSFs, as well as clear direction to enhance your specialist client strategy, practical advice to strengthen your value proposition and insight to maximise your clients’ portfolios.
The 2020 agenda has been designed to provide a practical program to equip you with the knowledge, strategies and processes to combat the current environment, grow your client base and set yourself up for greater success.
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 […]
The ATO will provide exclusive insight into what’s currently on its radar and its plans for the SMSF sector in the longer-term. It will discuss: Emerging compliance concerns and focus areas An update on upcoming guidance for the SMSF sector Q&A: Have your questions answered […]
Cooper Grace Ward partners Scott Hay-Bartlem and Clinton Jackson provide an update on recent guidance and regulatory changes in the SMSF property and loans space and flags some critical considerations for clients, including: An update on what compliance relief the ATO has provided to SMSFs […]
The release of the restructured APES 110 Code and updated Independence Guide mean that SMSF firms will have some important business decisions to make. This session will discuss how to better manage the impact on revenue and evaluate what works best for different types of […]
Potential traps to watch out for following the amendments to non-arm’s length income What transactions need to be reviewed in order to minimise NALI risks for clients The ATO’s latest guidance on non-arm’s length expenditure (NALE) and what the industry can expect moving forward CPD […]
SMSF documentation and record keeping has never been more important in light of recent COVID-19 relief measures and the ATO’s compliance focus in this area. Smarter SMSF’s Aaron Dunn will explain: Where the law currently stands on electronic execution of documents for trust deeds and […]
New contribution strategies resulting from the recent work test changes and extension of spouse contributions Tips for utilising the bring-forward rules and downsizer contributions New strategies for clients with the reduced minimum pension requirements CPD 1.0 HOURSASICGeneric Knowledge (0.25 hour)Superannuation (0.75 hour)FASEAGeneral (0.25 hour)Technical competence […]
A detailed recap of recent legislative changes impacting SMSFs and what measures are still to come An examination of recent ATO rulings, Law companion guides and other new guidance Analysis of new measures announced in the Federal Budget CPD 1.0 HoursASICGeneric Knowledge (0.25 hour)SMSF (0.75 […]