Webinars

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.

9 Upcoming Webinars

PHIL BRODERICK | PRINCIPAL | SLADEN LEGAL | 1 CPD HR

COMPLICATED SMSF INVESTMENT STRUCTURES AND NON-ARM’S LENGTH INCOME

Webinar

Day:

Tuesday

Date:

8 Feb 2022

Start:

2:00 am

End:

3:00 am

568-208-627
ROHAN MANSFIELD | PRINCIPAL | LDB |AUDIT OF CONTRIBUTIONS| 1 CPD HR

• CONTRIBUTION RULES FOR 2020/21 & 2021/22
• CONTRIBUTION RULES POST 1/7/2022 GIVEN THE BUDGET 2021 CHANGES CONSIDERING:
1. DOWNSIZER CHANGES
2. WORK TEST CHANGES
3. CARRIED FORWARD NCC’S 3 YEAR RULE CHANGES

Webinar

Day:

Tuesday

Date:

5 Apr 2022

Start:

3:00 am

End:

4:00 am

812-004-747
JULIE STEED | SENIOR TECHNICAL SERVICES MANAGER | AUSTRALIAN EXECUTOR TRUSTEES | 1 CPD HR

INDEXATION OF GENERAL TRANSFER BALANCE CAP
Through a series of case studies, in this session we will review:
• Transfer balance cap indexation
• Calculating the personal transfer balance cap
• Death benefits and the transfer balance cap

Webinar

Day:

Tuesday

Date:

17 May 2022

Start:

3:00 am

End:

4:00 am

787-614-379
NICHOLAS ALI | EXECUTIVE MANAGER – SMSF TECHNICAL SUPPORT | SUPER CONCEPTS |1 CPD HR

PENSIONS

Webinar

Day:

Tuesday

Date:

22 Feb 2022

Start:

2:00 am

End:

3:00 am

612-255-227
FLORENCE LOANNOU | SENIOR MANAGER | LDB GROUP |CRYPTOCURRENCY TAX TREATMENTS IN SELF-MANAGED SUPER FUNDS | 1 CPD HR

FLORENCE TOGETHER WITH ROHAN WILL PROVIDE AN OVERVIEW OF THE CURRENT TAXATION IMPLICATIONS OF INVESTING IN CRYPTOCURRENCY IN SELF-MANAGED SUPERANNUATION FUNDS. SHE WILL COVER WHAT IS REQUIRED FROM A REAL-WORLD RECORD KEEPING PERSPECTIVE AND WHAT WE SHOULD BE ASKING OUR CLIENTS.

Webinar

Day:

Tuesday

Date:

19 Apr 2022

Start:

3:00 am

End:

4:00 am

330-539-435
AARON DUNN | CEO & CO-FOUNDER | SMARTERSMSF | 1 CPD HR

CONCESSIONAL AND NON-CONCESSIONAL CAPS INCLUDING “BRING FORWARD NCC AND CARRIED FORWARD UNUSED CC”

Webinar

Day:

Tuesday

Date:

31 May 2022

Start:

3:00 am

End:

4:00 am

578-214-955
DEANNE FIRTH | DIRECTOR | TACTICAL SUPER | TOPIC TO BE ADVISED | 1 CPD HR

Webinar

Day:

Tuesday

Date:

8 Mar 2022

Start:

2:00 am

End:

3:00 am

375-341-979
TIM MILLER | EDUCATION MANAGER | SUPER GUARDIAN | DEATH BENEFIT |1 CPD HR

DEATH BENEFITS ARE AN INEVITABLE CONCLUSION TO MOST SMSF MEMBER BENEFITS AND ULTIMATELY, THEY COME IN ONE OF TWO FORMS, AN INCOME STREAM AND OR A LUMP SUM WITHDRAWAL.

Webinar

Day:

Tuesday

Date:

3 May 2022

Start:

3:00 am

End:

4:00 am

556-364-651
LYN FORMICA | HEAD OF SMSF TECHNICAL & EDUCATION SERVICES | HEFFRON | 1 CPD HR

INVESTMENT STRATEGIES
Investment strategies remain a focus area for the ATO.
• What are the critical areas auditors should focus on?
• How can auditors assist trustees without providing advice?

Webinar

Day:

Tuesday

Date:

14 June 2022

Start:

3:00 am

End:

4:00 am

470-311-283
Pensive Freelancer

Past Webinar

Catalogue

We have put a lot of time and effort into creating the past webinar catalogue. We hope you enjoy it.

 

Members can watch any of our extensive catalogue of recorded SMSF AAA Webinars from as far back as 2018.

Leah wells

 Fantastic Presentation!!

Karla Eldridge

 Thank you excellent webinar

Jennifer Lowe

thanks was very informative webinar

Grantley Bland

Very good explanation

Lou D’Orazio

Excellent presentation

Testimonials