Events

5 Aug 20

SMSF Specialist Auditor Accreditation Program

OVERVIEW Participants will examine the requirements of the Australian Auditing Standards and how they should be applied in a SMSF audit. In addition, the practical relationship between the Superannuation Industry (Supervision) Act 1993 (SIS) compliance audit of an SMSF and the Auditing Standards will be analysed. Specifically, the subject covers the auditor’s reporting obligations in […]

  • 2 September 20161 August 2050

SMSF Specialist Advisor Accreditation Program

The SMSF Association SMSF Specialist Advisor™ accreditation is recognised industry-wide as a comprehensive and challenging assessment of an individual’s ability as an SMSF advisor. OVERVIEW The purpose of the SSA accreditation is to qualify individuals who apply a broad and coherent knowledge in a range of contexts to undertake professional work and as a pathway […]

  • 1 July 201931 December 2050

SMSF Specialist Education Module – Contribution Standards

OVERVIEW Contributions require a thorough understanding of the Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations), and the Income Tax Assessment Act 1997 (Cth) (ITAA 97) and Income Tax Assessment Regulations 1997 as they provide the rules on making and accepting contributions, and determine the taxation treatment, designation and deductibility. This topic provides an outline […]

  • 2 January 20202 January 2021

NC2020 – C6A – SMSF Residency Issues

This recording was presented at the SMSF Association National Conference 2020 on the Gold Coast by Jemma Sanderson, Director, Cooper Partners Financial Services. OVERVIEW SMSFs are a popular structure when considered in light of the Australian superannuation provisions. It is these provisions that can cause issues for SMSF members however when their own residency and […]

  • 29 February 20201 March 2021

NC2020 – P3 – The contribution strategy landscape in 2020

This recording was presented at the SMSF Association National Conference 2020 on the Gold Coast by Meg Heffron, Managing Director, Heffron. OVERVIEW 2019/20 sees the beginning of a number of new contribution rules – catch up contributions, work test exempt contributions and more. In this session Meg will look at the strategic opportunities these and […]

  • 29 February 20201 March 2021

NC2020 – C4A – Managing the SMSF liquidity problem

This recording was presented at the SMSF Association National Conference 2020 on the Gold Coast by Natasha Panagis, Technical Manager, AIA Australia. OVERVIEW There are many risks an SMSF faces when majority of its funds are held in one asset such as property, particularly when an LRBA is used to acquire the asset. With the […]

  • 29 February 20201 March 2021

NC2020 – C2B- SMSF’s Investing in related vehicles

This recording was presented by the SMSF Association National Conference 2020 on the Gold Coast by Phil Broderick, Principal, Sladen Legal. OVERVIEW For SMSFs, investing in related entities can be a blessing or a curse. When done correctly, such structures can create value and add opportunities for SMSFs. Whereas, incorrectly structured investments can cause significant […]

  • 4 March 20204 March 2021

NC2020 – C7C – Values2 – Ethics for competitive advantage

This recording was presented at the SMSF Association National Conference 2020 on the Gold Coast by Professional Melinda Edwards, Professor of Practice, QUTeX. OVERVIEW What do a cricket ball, one hundred dollar note and your grandma’s slippers have in common? …they each represent an uncomfortable blot on the current ethical landscape in Australia. A series […]

  • 4 March 20204 March 2021

NC2020 – C8B – Wind up an SMSF

This recording was presented by the SMSF Association National Conference 2020 on the Gold Coast by Peter Crump, Private Client Advisor, AMP Advice. OVERVIEW So it’s time for the SMSF to cease operating. The fund needs to be wound up. It is not always a straightforward process and if done the wrong way at the […]

  • 4 March 20204 March 2021

Technical Update – Legislation, regulations and policy – 18 March 2020

Join our technical team as they keep you up to date and informed on the developments within the SMSF industry. OVERVIEW: The purpose of the technical update is to provide SMSF Association members with the latest news, legislation amendments or introductions and policy within the SMSF and superannuation sectors. The webinar also highlights current submissions […]

  • 18 March 202018 March 2021

Technical Update: Covid-19 and what it means for the SMSF sector

OVERVIEW This webinar will provide an overview of the latest developments including the Government’s economic stimulus packages and how they affect you and your SMSF clients. John Maroney, CEO, SMSF Association will outline the latest announcements with their direct impact on our industry and highlight information and resources that will assist you and your SMSF […]

  • 25 March 202025 September 2020