SMSF DAY

POSTPONED DUE TO COVID-19 PANDEMIC

Rescheduled dates to be determined.  Please refer to webcast for details of upcoming online training from this event.

2020/03/24 09:00:00

The SMSF Day 2020 is an accredited technical training event that applies a practical focus to the hottest topics impacting self-managed super funds.

It is designed for accountants, financial advisers and other professionals working with SMSFs to help you stay ahead of the curve and ensure that you are applying best-practice with your clients.

5 CPD hours will be awarded, which can be applied towards your FASEA requirements, the Tax Practitioner’s Board, SMSF Association, FPA Australia and the major accounting bodies (CPA, CA & IPA).

SMSF ACCREDITED EDUCATOR Logo

Agenda

9:00 - 9:30am - Registration

9:30am - Session 1: Exploring the current landscape - key issues, opportunities and tax planning strategies

In this session, Aaron will take you though an in-depth look at the latest technical issues, opportunities and tax planning strategies for your SMSF clients. We will be exploring proposed changes to contribution rules from 1 July 2020, strategies using the carry forward unused concessional contributions, impact of proposed indexation of the transfer balance cap, allocation and timing of pension payments and much more.
11:00 - 11:15am - Morning Tea

11:20am - Session 2: Mountain or molehill? Exploring the big ticket items for SMSFs in 2020

In this two-part session, Aaron will be exploring some of the biggest items currently impacting the SMSF sector – investment strategy requirements and changes to the non-arm’s length income (NALI) rules. The ATO’s focus on the requirements of a fund’s investment strategy have changed substantially, so in this session we work through what it required in adequately formulating an investment strategy, understand what is an acceptable approach in the eyes of the ATO, and what giving effect to the investment strategy actually means. Part 2 will then explore the impact of the controversial changes to the NALI rules and understand what is required in dealing with expenditure within the fund to demonstrate an arm’s length dealing. This session will include a case study to help attendees understand the impact of these topics.
1:00 - 1:45pm - Lunch

1:45pm - Session 3: Key issues and strategies for your aging SMSF clients

1 in 5 SMSF members are now over the age of 70 years which now provides a unique set of challenges to ensure that you are adequately managing risk for them, but also maximising opportunities as clients get older. In this session, Aaron will take you through key considerations to ensure your client’s SMSFs are adequately protected in the event of incapacity and death, but will also revisit some important strategies you should be employing regarding the payment of income stream, multiple super interests and how they effect the member’s transfer balance account. This session will also include a detailed case study for attendees to help takeaway key learnings from this topic.
3.30 - 3:45pm - Afternoon Tea

3:45pm - Session 4: Tools to be practice ready (optional to attend)

In this final session, we take the time to demonstrate how you can utilise the Smarter SMSF platform to assist you develop documents on topics and issues covered during today’s session, including using key integrations with both BGL and Class.
4.45pm - Wrap up & Close

Please note that the sessions may be subject to change based upon the laws and relevant topics at the time.

Buy your tickets now

Out Of Stock

SMSF Day 2020 – Melbourne

$451.82 + GST

SMSF Day 2020 – Melbourne

Location: Rydges Melbourne (186 Exhibition Street, Melbourne VIC 3000)

Date: Tuesday, 24 March 2020

Join Aaron Dunn and others for this highly interactive SMSF day, accredited training event.  

24 March 2020

Rydges Melbourne,

186 Exhibition Street

Out Of Stock

SMSF Day 2020 – Perth

$451.82 + GST

SMSF Day 2020 – Perth

Location: Mercure Perth (10 Irwin Street, Perth 6000)

Date: Thursday, 26 March 2020

Join Aaron Dunn and others for this highly interactive SMSF day, accredited training event.  

26 March 2020

Mercure Perth,

10 Irwin Street

Out Of Stock

SMSF Day 2020 – Brisbane

$451.82 + GST

SMSF Day 2020 – Brisbane

Location: Sofitel Brisbane (Sofitel Brisbane Central, 249 Turbot Street, Brisbane QLD 4000)

Date: Tuesday, 31 March 2020

Join Aaron Dunn and others for this highly interactive SMSF day, accredited training event.  

31 March 2020

Sofitel Brisbane Central,

249 Turbot Street

Out Of Stock

SMSF Day 2020 – Sydney

$451.82 + GST

SMSF Day 2020 – Sydney

Location: Rydges Sydney Central (28 Albion Street, Surry Hills NSW 2010)

Date: Wednesday, 1 April 2020

Join Aaron Dunn and others for this highly interactive SMSF day, accredited training event.  

1 April 2020

Rydges Sydney Central

28 Albion Street, Surry Hills

Out Of Stock

SMSF Day 2020 – Adelaide

$451.82 + GST

SMSF Day 2020 – Adelaide

Location: Mercure Grosvenor Adelaide

Date: Tuesday, 7 April 2020

Join Aaron Dunn and others for this highly interactive SMSF day, accredited training event.  

7 April 2020

Mercure Grosvenor Adelaide

125 North Terrace, Adelaide SA 5000

Testimonials

“Hard to improve on this, great format and relevant subject matter. Always love attending training from Smarter SMSF!”
Charmaine Parer, BDS Huon
“Great technical training session and some of the best SMSF training in the past 18 months I have attended. So glad I made it to Sydney.”
Rita Zappulla, SMSF Strategic Advisors
“I really enjoyed the day, as I got a lot of value out of it. I’ll be keeping an eye out for your future events.”
Jennifer Lowe, Total Tax & Accounting Solutions
“Aaron always does a superb job. Last session was terrific, unexpected and highly valuable.”
Dale Abbott, McWhirter & Leong Pty Ltd

Event Partners

bgl
act2-smsfday2020
SMSF Day sponsors 2020
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