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  • SMSF Audit – Conducting the audit – Part B (Contributions & Benefits)

    OVERVIEW The SMSF auditor must form an opinion on an SMSF’s compliance with prescribed requirements of the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations). This comprises Part B of the audit report. This part of the engagement is generally referred to as ‘the compliance audit’. SMSF trustees […]

    5 CPD Hours

    Get Tickets A$220.00 - A$275.00

  • SMSF Specialist Advisor 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 […]

    47 CPD Hours

    Get Tickets A$1,980.00

  • SMSF Advice – SMSF Regulatory Framework

    The key to specialising in self-managed superannuation funds (SMSFs) is to understand how legislation interacts and how the various regulators of the superannuation industry interpret the law. While there are many pieces of Commonwealth and state legislation that are relevant to superannuation, two Acts and their associated Regulations, are critical to the ongoing management and […]

    5 CPD Hours

    Get Tickets A$220.00 - A$275.00

  • SMSF Advice – Establishing an SMSF

    This module looks at the steps to establish a self-managed superannuation fund (SMSF) as a regulated superannuation fund in order to become a complying superannuation fund entitled to tax concessions. The module identifies the trustee covenants that all trustees must abide by and are deemed to be incorporated into the governing rules of the fund […]

    5 CPD Hours

    Get Tickets A$220.00 - A$275.00

  • SMSF Advice – Contribution Standards

    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 module provides an outline of […]

    5 CPD Hours

    Get Tickets A$220.00 - A$275.00

  • SMSF Advice – Investing in an SMSF

    Self-managed superannuation fund (SMSF) trustees have ultimate control over the investments of the fund, so long as all investments are made in conjunction with the fund’s investment strategy, the sole purpose test and within the investment restrictions outlined in the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and Superannuation Industry (Supervision) Regulations 1994 (Cth) […]

    5 CPD Hours

    Get Tickets A$220.00 - A$275.00

  • SMSF Advice – Taxing an SMSF

    This module explores a complying superannuation fund’s taxation obligations. It considers the taxation of contributions, the applicable capital gains tax (CGT) provisions, how foreign transfers are treated and ordinary income. This module also identifies income from transactions that are not maintained on an arm’s-length basis and imposes a higher rate of tax for income that […]

    5 CPD Hours

    Get Tickets A$220.00 - A$275.00

  • SMSF Advice – Members’ interest and preservation standards

    All superannuation members have an interest in their superannuation fund. For self-managed superannuation fund (SMSF) members, these interests are a single accumulation interest and/or single or multiple pension interests. This module defines an interest is an SMSF and explains the preservation status of a members’ benefit. The module also considers the conditions of release that […]

    5 CPD Hours

    Get Tickets A$220.00 - A$275.00