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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 […]
50.5 CPD Hours
Join in the conversation with this unique online discussion group designed for our SMSF Specialist Auditors (SSAud) and SSAud candidates. The SMSF Association is proud to host these sessions, facilitated by leading SSAud members, and supported by the SMSF Association’s technical team. These sessions are an opportunity for auditors to come together and discuss issues […]
1 CPD Hour
Join this session to hear from Bryce Figot (DBA Lawyers) and Fraser Stead (DBA Lawyers) as they discuss the recent LRBA changes impacting SMSFs and the options available for SMSF trustees wanting to invest in real property. Following the session, we encourage you stay and network with other professionals from the area. Timings: Arrive: 07:45am, […]
1 CPD Hour
UK Pension Transfers: Navigating the Changes Transferring UK pension benefits to Australia has never been straightforward, and recent developments across both jurisdictions have added further complexity. Changes to the UK pension tax framework, evolving HMRC positions and the ATO’s interpretation of the applicable fund earnings provisions can materially affect the tax outcome of a transfer […]
1.5 CPD Hours
Join your Sydney Local Community for a session exploring LRBAs After the Residential Property Ban – Opportunities for Business Real Property and Other Assets. With the new restrictions on SMSF borrowing for residential property now in effect, what role do LRBAs still have for SMSFs? This session will look at the opportunities that remain, with […]
1 CPD Hour
Join the SMSF Association Technical Team and a guest speaker for the In Practice Webinar Series. This month's topic Building Crypto Guardrails for SMSF Clients Presented by: Andrew McPhee | CEO - Synergist Session Overview: Crypto is already appearing in SMSF practices through direct holdings, exchanges, brokers, ETFs and managed investment products. For practitioners, the […]
1 CPD Hour
These drop-in sessions are designed to be an informal virtual Q&A session to answer any of your queries relating to your studies as you progress through the SSA® program, and to support you in forming a deeper understanding of the course content. To help you get the most out of this session, you are strongly […]
We’re excited to bring the SMSF Association Roadshow back to Perth following the success of last year’s event. Join SMSF Association CEO Peter Burgess for an update on the latest industry developments, legislative changes and the Association’s advocacy priorities. Peter will be joined by Jemma Sanderson and Lindzee-Kate Tagliaferri, who will explore the evolving property […]
3 CPD Hours
