Showing 1–9 of 11 results
Create25
Access the most in-depth range of SMSF pension, compliance and legal documents, including use of software integrations with BGL & Class.
Create250
Access the most in-depth range of SMSF pension, compliance and legal documents, including use of software integrations with BGL & Class.
Create50
Access the most in-depth range of SMSF pension, compliance and legal documents, including use of software integrations with BGL & Class.
Create500
Access the most in-depth range of SMSF pension, compliance and legal documents, including use of software integrations with BGL & Class.
Future of smsf – report 2018
AVAILABLE NOW
Thanks to everyone who participated in the Future of SMSF survey. Your valuable time taken out of your busy schedules to complete the survey is truly appreciated. We would like to acknowledge the support of our key partners in the Future of SMSF survey, BGL Corporate Solutions, Act2 Solutions and CLASS. The goal of this report is to help professionals to better understand the SMSF sector and the future direction of SMSF business models.
Please note: If you are purchasing our Future of SMSF online course you will receive the final report for FREE.
Future of smsf 2018 – online course
This online course will help you to create a blueprint for a successful modern SMSF practice. Broken down into a series of modules; we will help you to gain key insights into your service delivery, pricing model, impact of technology, how to leverage the utilisation of key partners and resources, and understanding the different types of relationships held with your SMSF clients. Member price for the online course is $199 (incl. GST), and non-members can purchase the course for $347 (incl. GST). Please note, when purchasing this online course, you will receive the Future of SMSF final report for FREE.
Release date: 23 November, 2018
SMSF day 2019 – online course
SMSF Day online course
This course will help you to understand current technical and regulatory issues, along with providing interactive case studies designed to leverage opportunities within your business. *Please note: Complimentary access for all LEARN members & SMSF day event attendees.
This course has been awarded 5.5 CPD points with the SMSF Association and will count as 5.5 CPE hours with the major accounting bodies and for FASEA requirements.
Tax Planning checklist – 2019
Tax Planning Checklist 2019
Planning is required around contributions to ensure that not only are the contribution limits maximised to benefit members, but to also ensure that contributions stay within their limits.
This checklist will provide over 30 pages of tips and traps around the opportunities and issues to consider with your SMSF clients in the lead up to 30 June.