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In this upcoming masterclass, join Aaron Dunn and Tim Miller as together they explore a range of SMSF compliance-based issues that practitioners face when dealing with the completion of a client’s year end compliance.

Through the use of our comprehensive Cooper family case study and their respective SMSFs, both Aaron and Tim will guide you through the various hurdles that an SMSF can confront as part of the fund’s annual compliance requirements.  The session will ensure that you are keeping your clients on top of their trustee obligations to comply at all times.

This 3 hour masterclass will cover a range of topics including (but not limited to):

• Utilising the various contributions caps for fund members
• Separation of fund assets rules
• Fund expenses – including NALE/NALI consequences
• Market valuations, including for Division 296 tax purposes
• Decisions around benefit payments
• ECPI considerations to optimise the fund’s tax position
• and much more!

Attendees of the virtual masterclass will receive a detailed answer booklet to the case study, along with access to the Smarter compliance checklist.

CPD Regular & CPD Business Members

Please note that CPD subscription holders will receive an email from Smarter SMSF to auto-enrol in this upcoming event approximately 2 weeks prior to the masterclass, with a final reminder to follow within the last 2 business days before the session. This event is included for members who holds a CPD Masterclass, CPD Regular or CPD business subscriptions.

Not a member?

Take advantage of our CPD subscriptions and save on accessing the SMSF masterclass events and a range of other CPD training throughout the year.

If you’re looking to up your knowledge around death benefits and the implications for SMSFs, then this masterclass is for you!

Presenters