Join us for the April In Practice Webinar Series, presented by Shaun Backhaus, DBA Lawyers.
In this session, Shaun will discuss some of the key issues to be aware of when using an SMSF for property development activity, such as:
– Key ATO resources relating to SMSF property development
– Explore commonly used structures and the relevant issues that exist, eg unit trusts, JVs
– Look at the related party issues, such as related builders, trustee/other services, NALI risks, guarantees.
Time is reflected as AEST.
Join our policy and technical specialists as they unpack what you need to know from the Government’s Federal Budget.
OVERVIEW:
This update will highlight the essential budget announcements impacting the superannuation industry with a focus on discussing their potential impact on SMSFs.
The session is a must for SMSF professionals and practitioners to help you gain a clear understanding on what the Federal Budget announcements could mean for you and your clients.
Please note time is reflected as AEST.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEDT.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEDT.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEDT.
In the first In Practice session, Liam Shorte FSSA will share his deep experience with SMSF advice and look at how families are using SMSFs as a wealth creation and protection vehicle.
Liam will investigate the emerging trend of family investing, whether it is for cultural reasons, changes in demographics or socio-economic factors, more families are looking to consolidate wealth and secure their financial futures collectively using a Self Managed Super Fund.
This presentation will explore the benefits and risks of successful, multigenerational investing via a family SMSF.
SMSF Specialist Advisors that cancel their membership may regain their SSA designation if they rejoin as an Associate within 3 years of ceasing their membership and complete the SSA Designation Exam.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEDT.
Express SMSF Specialist Advisor Accreditation Pathway for holders of the CFP® designation.
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 to further learning. The SSA accreditation program analyses the unique intersection of the Superannuation Industry (Supervision) Act 1993 (SISA), the Superannuation Industry (Supervision) Regulations 1993 (SISR) and the Income Taxation Assessment Acts 1936 and 1997 (ITAA).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to successfully complete a 2-hour online examination with a pass mark of 60% or higher. There are nine optional learning modules to assist with your preparation for the online exam. The modules offer deep technical content and focus on examining the array of regulations and legislation that underpin the operation of an SMSF.
The modules cover the following topics:
1. SMSF regulatory framework
2. Regulating SMSFs
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
On successful completion of this program, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.