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SMSF AAA Webinars

Reduce professional risk | Increase technical confidence

As specialists in SMSF audit, we help you meet your continuing professional development requirements with eligible CPD

As you know, SMSF auditors need to complete 120 hours of CPD every three-year period*. These CPD hours must include 30 hours of development on superannuation, and at least 8 hours of development on auditing SMSFs.

*Under the Regulatory Guides of ASIC, and the Superannuation Industry (Supervision) Regulations, specifically RG 243.99-101, SISR 9A.04 and RG 243.100. SISR 9A.04 (3) (b) requires development that could reasonably be expected to enhance an approved SMSF auditor’s technical skills or professional service delivery.

SMSF AAA supports you to achieve your CPD training by providing webinars, conferences, and other training

Upcoming Webinars

Stuart Sheary | Senior Technical Manager |Insignia Financial Ltd | 1 CPD HR

Conditions of Release
Session overview:
•Eligibility to access superannuation. Specific conditions of release examined include terminal illness, disability, retirement, compassionate grounds and financial hardship
•Tax on withdrawing super under different conditions of release
•Other considerations

Webinar

Day:

Tuesday

Date:

5 July 2022

Start:

3:00 am

End:

4:00 am

661-158-091
Matthew Burgess | Director | View Legal |1 CPD HR

Managing mischievous SMSF members
(a) Recent cases regarding member obligations, including key issues for auditors to be aware of
(b) Interplay of death benefit nominations, membership and trusteeship from an auditor’s perspective
(c) Managing control of trustee decisions and member benefits

Webinar

Day:

Tuesday

Date:

30 Aug 2022

Start:

3:00 am

End:

4:00 am

888-296-947
Steven Jell | Senior Associate | Cooper Grace Ward |1 CPD HR

Death Benefits & Pensions
•When should pensions be used as an estate planning tool? Are reversionary nominations good or bad?
•Can we change reversionary nominations? Are BDBNs better than reversionary pensions and what happens if we have both?
The things auditors should be aware ...........

Webinar

Day:

Tuesday

Date:

11 Oct 2022

Start:

2:00 am

End:

3:00 am

851-630-579
Annie Dawson | Senior SMSF Technical Specialist | Heffron | 1 CPD HR

Insurance Inside Super
In this session, we will look at the types of personal insurance cover permitted to be held inside super as well as issues such as ownership, taxation of proceeds, deductibility of premiums and consideration of insurance as part of the fund's investment strategy.

Webinar

Day:

Tuesday

Date:

22 Nov 2022

Start:

2:00 am

End:

3:00 am

236-594-051
Daniel Butler | Director | DBA Lawyers |1 CPD HR

NALI / NALE – Latest developments
Currently considerable uncertainty on NALI / NALE and many common place arrangements which we seek to provide some clarity on.
NALE - specific expense versus general expense nexus
• Services and discount arrangements
• What SMSF auditors should be alert to


Webinar

Day:

Tuesday

Date:

19 July 2022

Start:

3:00 am

End:

4:00 am

196-255-787
Peter Bobbin | Principal Lawyer | Coleman Greig Lawyers |1 CPD HR

TOPIC TO BE ADVISED

Webinar

Day:

Tuesday

Date:

13 Sept 2022

Start:

3:00 am

End:

4:00 am

232-796-435
Mark Wilkinson | Partner – Private Wealth (Superannuation) | BDO| 1 CPD HR

Restrictions on Fund investments contained in the SIS Act:

An overview of the investment restrictions imposed on superannuation funds contained in the Superannuation Industry Supervision Act and how these can be used to open up opportunities

Webinar

Day:

Tuesday

Date:

25 Oct 2022

Start:

2:00 am

End:

3:00 am

745-395-827
Paul Delahunty | Director | ATO - Superannuation & Employer Obligations |1 CPD HR

TOPIC TO BE ADVISED

Webinar

Day:

Wednesday

Date:

7 Dec 2022

Start:

2:00 am

End:

3:00 am

634-135-939
Bryce Figot | Special Counsel | DBA Lawyers |1 CPD HR

Sole Purpose Test
This session takes a ‘deep dive’ into the sole purpose test. It provides detailed consideration of the test and the key cases and rulings. Then it addresses several real life and topical scenarios, namely, which — if any — scenario contravenes the sole purpose test?

Webinar

Day:

Tuesday

Date:

2 Aug 2022

Start:

3:00 am

End:

4:00 am

282-184-211
Suzanne Mcintosh | Director, Financial Planning & Business Advisory Services| Tribe Group | 1 CPD HR

TOPIC TO BE ADVISED

Webinar

Day:

Tuesday

Date:

4 Oct 2022

Start:

2:00 am

End:

3:00 am

971-976-355
Jemma Sanderson | Director | Cooper Partners |1 CPD HR

Pensions, with an emphasis on legacy pension restructures

Webinar

Day:

Tuesday

Date:

8 Nov 2022

Start:

2:00 am

End:

3:00 am

891-591-491
Clapping Audience

PAST WEBINAR CATALOGUE

SMSF AAA has an extensive back catalogue of webinars from 2020 onwards

Members can watch any of our extensive catalogue by logging in to the Member Area.

 

Interested? Receive complimentary access to one past webinar of your choice to get a glimpse of what our members receive 12 months of the year. Contact us to find out how.

Want to become a Member?

Already a Member?

Testimonials

Leah Wells

Fantastic Presentation!!

Karla Eldridge

Thank you. Excellent webinar

Jennifer Lowe

Thanks, was very informative webinar.

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