SMSF DAY 

SMSF accredited training and online course built for practitioners by SMSF specialists.

This technical training event is designed to provide a smarter way forward.

As an election year, along with the recommendations from the Royal Commission and Productivity Commission, the SMSF landscape is expected to further change and impact SMSFs.  The training events and online course will help you to understand current technical and regulatory issues, along with providing interactive case studies designed to leverage opportunities within your business.

As our SMSF Day events wrap up for 2019, we are looking forward to launching our technical training days as an online course.

For more info… visit our blog post here

Online course coming soon

The SMSF day has been initially 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.

View the SMSF Association Accreditation Report

Smarter SMSF is the winner of the Training and Education provider of the year 2018 Victoria.

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Topics to be covered

Topic 1 - The BIG issues and opportunities for 2019

The BIG issues and opportunities for 2019

What are the big-ticket items currently impacting the SMSF sector from a technical and regulatory perspective?

In this session, Aaron will be providing a legislative update across various issues impacting SMSFs including:

  • An update on legislation impacting SMSFs – what made it and what didn’t before an election is called;
  • the ATO’s decision impact statement on the sole purpose test from the AussieGolfa case – does it move the goalposts for related parties utilising fund assets such as property?
  • Understanding key changes to contributions rules, including work test exemption contributions;
  • Implications with changes to the non-arm’s length income rules

Furthermore, this session will be key in terms of opportunities for your SMSF clients in the lead up to 30 June, including looking at contribution strategies, considerations with a member’s total super balance (TSB), actions for your LRBA clients, key pension considerations and much more.

ATO Regulator’s Update  

Presented by Dana Fleming, Assistant Commissioner – SMSF Segment (Australian Taxation Office).

This session will include:

  • An update on the ATO’s compliance program and ongoing role in monitoring the health of the SMSF system, including targeted audit activity, focus on the use of reserves, multiple SMSFs, transfer balance cap compliance, LRBA activity, and more;
  • The ongoing role of trustee education, including recommendations from within the Productivity Commission
  • Improved visibility of disqualified trustees

Topic 2 - 12 months on… lessons and the new frontier for pensions

12 months on… lessons and the new frontier for pensions.

The requirements around pensions have changed substantially since the super reforms, having a profound impact not only on structuring and reporting, but also on the way in which tax exemption applies and can be optimised.

This jointly presented session will combine the actuarial skills of Act2 Solutions with the strategic thinking of Aaron to look at the impact of the changes regarding the payment of income streams from SMSFs, taking you from commencement, ongoing pension requirements and implications with the death of a member.

The session will also include a case study to help attendees further explore the implications and opportunities within this topic.

Topic 3 - Getting your SMSF documents in order

Getting your SMSF documents in order

There have been some significant lessons for practitioners over the past year that focus attention on the quality of the documentation you have in place to deal with changes within the fund, the payment of death benefits, pensions and more.

This session will explore the important ramifications from recent case law decisions, including Narumon’s case to help understand key lessons for today in dealing with documentation for your SMSF clients, including pensions, DBNs, changes within the structure of the fund and more.

Note: to be presented by Chris Hill, Hill Legal (MEL)

Case study

Topic 4 - Responding to further change?

Responding to further change?

With the ever-growing likelihood of further changes to super under a new Government, how do we respond to the increasing client uncertainty?

In this session Aaron will explore the impact of proposed changes announced by Labor Party and discuss strategies in how practitioners might have their clients respond, but importantly manage the risk from legislative change.  This will include looking at changes to various contribution rules, franking credit refunds, LRBAs and other measures likely to impact pension-paying funds.

Please note, topics and delivery are still to be confirmed and subject to change with regard to online course.

Testimonials

The interaction on the day was great. Having a mix of accountants, advisers and auditors is good for varied ideas and opinions. I picked up much more from the day than I thought I would. Thanks for another great learning experience. Well worth the trip.
Charmaine Parer, BDS Huon
charmaine
“Great Session as always. I went to both the 2017 SMSF Day and 2018’s Perth SMSF Day, both of which were very good. Once again I have come away feeling that I received great value for my time and money.
Nice Work Aaron! Thank you.”
Robert Petagna, Argentum Consulting
robert
“I really enjoyed the day, in particular it was really good that we started to focus on the business side of things as well – i.e. how are we actually going to implement the changes, manage clients and change processes within the firm to cope with everything. Well done.”
Hanne Dunning, Bray Chan
hanne

Event Partners

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