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Join our expert SMSF panel as they discuss a range of SMSF relief measures and how to practically apply them and answer your questions live.
The panel will take a detailed look at property within an SMSF including how COVID-19 relief measures could affect your clients and their fund.
The panel will also discuss:
• Audit issues to be considered such as reasonable evidence
• The valuation process, digital signatures, NGUTs, loans
• What you need to prepare for now before work commences on 2020 annual SMSF returns.
At the end of this session participants should be able to:
• Understand the latest developments in the SMSF and superannuation sectors, particularly related to COVID-19
• Evaluate the latest technical issues and requirements and whether it will affect current practices
• Demonstrate the knowledge and practical application to adjust current practices to deal with changing requirements
• Apply any developments to clients’ circumstances and be able to advise and implement adjustments that may be required, based on their specific circumstances
Head of Technical, ASF Audits
Shelley is the Head of Technical at ASF Audits. She is an SMSF audit specialist with extensive experience in superannuation, audit, finance and IT.
Shelley was previously a director at Super Auditors from January 2007 until the merger with ASF Audits in July 2017. She has successfully implemented IT projects for SMEs and has worked for large private sector corporations, such as Citibank and Perpetual Funds Management.
Shelley works with a team of SMSF professionals and provides technical and strategic advice to clients on SMSF compliance. She also writes articles for superannuation publications and is a regular presenter at peak industry SMSF conferences.
CEO - SMSF Association
John’s experience includes extensive senior management and consulting roles in superannuation, insurance, Australian and international financial regulation, actuarial and risk management plus managing professional and industry associations. He has been employed by large and small employers and consultants, within the private and public sectors, within Australia and internationally and he also was self-employed for several years while he developed a successful consulting firm.
Head of SMSF Technical & Education Services, Heffron SMSF Solutions
Lyn Formica is the Head of SMSF Technical & Education Services with Heffron SMSF Solutions, a company committed to raising standards within the SMSF industry.
Lyn specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. She regularly prepares papers and presentations for the many accounting firms and professional bodies around Australia.
With over 25 years’ experience in superannuation and the administration of self managed funds, Lyn is also an accredited SMSF Specialist Advisor of the SMSF Association.
Principal, Sladen Legal
Phil is a principal of Sladen Legal and heads its superannuation team. He is member of a number of superannuation related committees. This includes being the chair of The Tax Institute’s superannuation committee and the chair of SISFA’s technical committee.
He is also a member of number of the ATO’s superannuation liaison groups including the Superannuation Industry Relationship Network (SIRN) and the Superannuation Industry Stewardship Group (SISG). Phil is also heavily involved in liaising with Treasury and ATO in relation to the implementation of new super laws and administrative practices.
Phil’s areas of practice include superannuation, estate planning and succession, duties and state taxes, trusts, federal tax and business structuring.
He is regular author and presenter. His articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has presented at seminars and conferences conducted by The Tax Institute, the SMSF Association, the Television Education Network, Legalwise and various accounting bodies.
Price for Members
20 Aug 2020