Webinar

Under RG 243.99 - 101, SISA 128Q, SISR 9A.04 and RG 243.100 auditor will need to complete 120 hours of CPD over each three-year period, which must include 30 hours of development on superannuation and at least 8 hours of development on auditing SMSFs. SISR 9A.04 (3) (b) be development that could reasonably be expected to enhance an approved SMSF auditor's technical skills or professional service delivery.
Members will be offered 20 free webinars every year, each webinar provides 1 hour CPD in SMSF. Membership fees is applicable from the date of joining to 30th June each year - If you book for a July webinar, fees for the following year will be payable.
Free

Dealing with non-arm’s length expenses & the changes to the TSB for LRBA's

By Julie Steed | Senior Technical Services Manager | Australian Executor Trustees

  • The state of play with LRBAs LRBAs and related strategies have experienced a number of changes in recent years including recent backdated amendments to the interaction with the total super balance
  • In this session we will review The recent legislative changes that impact many clients with LRBAs, The current lending market, Non-arm’s length income & Regulator activities
  • Join us for a practical session where we will apply the rules through a number of case studies

$0 07/04/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

SMSF -Considerations in the Event of a Divorce

By Peter Bobbin |

$0 05/05/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

BDBN vs Reversionary Pension as a Strategy

By Deanne Firth | Principal | Tactical Super

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 19/05/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

Auditing Property Development in an SMSF

By Bryce Figot | Special Counsel | DBA Lawyers

  • In this presentation Bryce will be discussing how SMSF clients tend to want to structure SMSF property developments;
  • What the ATO have said and the most important regulatory and related provisions
  • & the key compliance risks of property development in an SMSF

$0 02/06/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

Superannuation and Estate Planning with SMSF Perspective

By Mathew Burgess | Lawyer | View Legal

  • This presentation provides an insight into a range of issues including: a. Recent cases regarding death benefit nominations, including key issues for auditors to be aware of
  • b. Interplay of death benefit nominations, reversionary pensions and superannuation wills from an auditor’s perspective c. Managing insurance proceeds in superannuation
  • d. Valid approaches for aligning superannuation entitlements with wider estate plans

$0 14/07/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

Audit issues for the 2020 financial year - Everything you need to know - 1 CPD Hour

By Lyn Formica - Head of Technical & Education | Heffron SMSF Solutions

  • In this session Lyn will discuss: all SMSF changes which have occurred during the financial year ended 30th June 2020
  • the new auditor’s responsibilities
  • refresher on the common and not so common SMSF audit issues

$0 28/07/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

LRBA - Commercial VS Residential - By Manoj Abichandani - FESEA Allocation: Technical Competence 1 CPD Hour

By Manoj Abichandani

  • In this webinar Manoj who is an Authorized Limited Licence SMSF Financial Planner, tax agent and a real estate agent will compare the two investment options for SMSF Trustees
  • Pitfalls for investing in Property in Accumulation and Pension phase
  • What should Financial Adviser's Statement of Advice should look like when Trustees invest in only asset or one asset class

$0 11/08/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

To Be Advised

By Scott Hay-Bartlem

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 25/08/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

To Be Advised

By Julie Dolan | SMSF Director | KPMG

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 01/09/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

Business Real Property, the SMSF & the Auditor

By Naomi Kewley | Partner Peak Super Audits

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 15/09/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

To Be Advised

By Jemma Sanderson | Director | Cooper Partners Financial Services

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 06/10/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

To Be Advised

By Colin Lewis |Head of Strategic Advice | Fitzpatricks Private Wealth

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 20/10/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

To Be Advised

By Mark Wilkinson | Partner Superannuation - BDO Private Wealth Advisers

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 02/11/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

To Be Advised

By Mark Ellem | Executive Manager | SMSF Technical Services, SuperConcepts

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 17/11/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW

Free

To Be Advised

By To Be Advised

  • To Be Advised
  • To Be Advised
  • To Be Advised

$0 01/12/2020

2:00 PM to 3:00 PM

Sydney Time Zone, NSW