SMSF DAY EVENTS

Our full day SMSF accredited training events are built for practitioners by SMSF specialists.

Following on from a successful series of SMSF Day events around Australia in April 2018, this year’s events will be kicking off at the end of March 2019.

As an election year, along with the recommendations from the Royal Commission and Productivity Commission, the landscape is expected to further change and impact SMSFs.  The SMSF day provides insights into the latest technical developments and through the training, provides interactive case studies and demonstrations of the SMSF pecialist documents you need.

About the SMSF Day

SMSF Day

Dates and Venues for our 2019 SMSF Day events

  • Friday, 29 March 2019 – Marvel Stadium, Melbourne
  • Tuesday, 2 April 2019 – The Playford Hotel, Adelaide
  • Thursday, 4 April 2019 – Hilton Brisbane, Brisbane
  • Friday, 5 April 2019 – Park Royal Darling Harbour, Sydney
  • Monday, 8 April 2019 – Fraser Suites Perth, Perth

SMSF Day 2018 online course

  • About the SMSF day online course
  • How to use this course
  • A message from the instructor
  • Before we begin…

Module 1 - Revisiting contributions post super reforms

  • About this topic
  • What has and hasn’t changed with contributions
  • Downsizer contribution rules
  • Activity – downsizer contribution rules
  • Total Superannuation Balance (TSB)
  • TSB & LRBAs
  • Strategies using a member’s TSB
  • CPD quiz

Module 2 - Starting pensions the smarter way

  • About this topic
  • When & why to start super income streams
  • Conditions of release
  • Activity – satisfying a condition of release
  • Starting an income stream
  • Dealing with benefit payments
  • TBAR requirements
  • Activity – TBAR requirements within your practice
  • Dealing with TBAR within your SMSF software (interview with BGL & Class)

Module 3 - Maintaining pensions post super reforms

  • About this topic
  • Failure to meet the minimum pension
  • Eligibility to claim ECPI using the segregated method
  • ATO changes to ECPI calculations
  • TRIS to retirement phase
  • Member-directed investments
  • CPD quiz
  • Before you go…

Module 4 - Dealing with death benefits post super reforms

  • About this topic
  • Estate planning re-think
  • Example – Reversionary beneficiary
  • Reversionary TRIS
  • Use of reserves
  • CPD quiz

CPD Awarded

The SMSF day and online course has been awarded 5.75 CPD points with the SMSF Association and will count as 5.25 CPE hours with the major accounting bodies.

SMSF DAY PARTNERS

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Making a smart decision

Register your interest in our SMSF day events for 2019 so that you are the first to hear about our early bird rates.

2018 Online course

Our 2018 SMSF Day online course is still available to our members on our platform.