SVD21 – Full Access (live & recordings)
SVD21 – Full Access to both days
Buy this ticket to gain full access to both days of the SMSF Virtual Day 2021 hosted by Smarter SMSF this ticket gives you access to both the live event and recordings.
Last year due to COVID-19, the SMSF Day was moved from our national roadshow to an online event. With amazing feedback from 200+ attendees, 90% of you said to hold it as a virtual event again in 2021!
This accredited SMSF technical event provides up to 10 CPD hours, providing you with updates on all the latest technical issues, strategies and intel across self-managed super funds.
The team at Smarter SMSF has put together an interactive online experience for you to stay up-to-date with your SMSF knowledge. The SMSF Virtual Day 2021 provides up to 10 hours accredited CPD hours (live events, workbooks and assessment), streamed live, along with various breakout sessions being pre-recorded which can be enjoyed on the day or at a later stage (through to 30 April 2021).
We have accessed a range of industry experts across the SMSF, accounting, audit, and legal professions for you to learn from through this virtual SMSF event and importantly deliver some key takeaways to go back and apply straight away within your practice.
Current line-up of speakers for the SMSF Virtual Day 2021
CEO & Co-founder
Smarter SMSF
Speaker: Aaron Dunn, CEO Smarter SMSF
In this live session, Aaron takes you through the latest technical, regulatory and policy update on the topics shaping self-managed super funds. The session will explore Bills currently before Parliament, Treasury exposure drafts, the latest on ATO rulings and other regulatory guidance.
Speaker: Tim Miller, Education Manager, Super Guardian
From 1 July 2021, we are going to see indexation across a number of key contribution caps, in addition to indexation applying to the transfer balance cap and a member’s total superannuation balance. These changes create their own challenges that will be unpacked in this session by Tim as he helps practitioners to prepare for the fun times ahead!
Speaker: Bill Orow, Barrister
Trustee SIS contraventions can create some real headaches for practitioners who have to navigate their way through various avenues to either get the SMSF client back on track or leave the system. Bill provides some important legal lessons here for practitioners about steps to take when it all goes wrong, making sure that the trustee and adviser understands their legal position.
Speaker: Tim Miller, Education Manager, Super Guardian
Tim will join the audience to take questions from his session to discuss the technical issues and strategy considerations with indexation of the various caps and balances.
Speaker: Bill Orow, Barrister
Bill will be available to answer any questions from his session with attendees regarding how to approach these issues where a trustee contravenes the SIS legislation.
Speaker: Aaron Dunn, CEO Smarter SMSF
In this session, Aaron will be exploring a broad number of property-related topics that practitioners need to understand, including the ATO’s release of SMSFRB 2020/1 on property development, consider COVID-19 related property matters and safe harbour guidance, along with considerations when an LRBA is to be repaid.
Speaker: Aaron Dunn, Smarter SMSF & Matt Crofts, Head of Simple Fund 360
In this session, Aaron & Matt explore the latest features and integration work undertaken between BGL and Smarter SMSF to create best-practice documents for your SMSF clients, whilst saving you time in the process.
Speaker: Aaron Dunn, CEO Smarter SMSF
In this session, Aaron takes you through some of the latest developments that the team at Smarter SMSF have been building on the platform and will share some insights into our roadmap for the remainder of 2021.
Speaker: Aaron Dunn, CEO Smarter SMSF
With a growing number of SMSF clients moving into retirement phase, in this session, Aaron goes under the hood to revisit a number of critical considerations in commencing and running a super income stream, along with when it may cease. We will also be exploring the potential ECPI changes from 1 July 2021, along with strategy considerations with your pension clients.
A case study will be provided for attendees to review before the event (will be sent via email), with time allocated to explore these answers during the session.
Speaker: Kellie Grant, Director – SMSF Auditors Portfolio, ATO
The Australian Taxation Office is finalising its guidance in March 2021 for SMSF auditors regarding compliance with the independence requirements of APES 110. In this session, Kellie will go into detail about the Regulator’s expectations for compliance and their approach heading into the 2021/22 financial year.
Speaker: Chris Hill, Director Inherit Australia & Hill Legal
In this session, Chris will explore some key lessons from recent case law and how you can play a role in managing your client’s risk through appropriately drafted documents.
Speaker: Kellie Grant, Director – SMSF Auditors Portfolio, ATO
Kellie will join the audience to take questions from her session regarding the auditor independence changes that will apply from 1 July 2021. NB. There will be a strict time limit for the Q&A and subject to the amount of questions, we may not be able to answer all of them.
Speaker: Chris Hill, Director Inherit Australia & Hill Legal
Chris will be available for Q&A to discuss various estate planning and legal questions from his session.
Speaker: Aaron Dunn, CEO Smarter SMSF
There is a wave of legislative and regulatory change currently surrounding the SMSF sector. In this session, Aaron provides some insights into these key drivers and get you thinking about what the industry might look like post COVID-19, also giving consideration to the outcomes from the Retirement Income Review, ASIC’s consultation paper CP332, Tax Practitioner’s Board review and Treasury’s approach to modernising business communications.
We will also wrap-up the SMSF Day event within this session.
Choose the ticket option that suits you from the options below.
It’s over to you to make the smart move and register today!
Buy this ticket to gain full access to both days of the SMSF Virtual Day 2021 hosted by Smarter SMSF this ticket gives you access to both the live event and recordings.
Buy this ticket to gain full access to both days of the SMSF Virtual Day 2021 hosted by Smarter SMSF, PLUS provides you with an annual subscription for our CPD Regular accredited webinar training (12 months).
Buy this ticket to gain access to Day 1 of the SMSF Virtual Day 2021 hosted by Smarter SMSF to the live event only (no recordings of this day will be available).
Buy this ticket to gain access to Day 2 of the SMSF Virtual Day 2021 hosted by Smarter SMSF to the live event only (no recordings of this day will be available).
A discount is available for group bookings of 4 or more ticket purchases. Contact us to discuss the number of tickets that you wish to purchase and to be provided with a coupon code for the group discount.
It depends on the ticket type.
If you have purchased either a Day 1 or Day 2 live only ticket, you will only have access to the platform for the day in which you have the ticket. You have complete access throughout this time to download materials for the day and to watch the live and concurrent sessions during this time.
For other ticket holders, you will have access to attend live sessions on both days, along with access to the platform until 30 April 2021 to watch any other sessions and to complete the assessment for additional CPD hours to be accredited (must be completed by Friday, 9 April 2021).
It will be a combination of both. All main stage events are live streamed, with the breakout sessions pre-recorded. However, each speaker is available at the end of their session for an interactive Q&A sessions for the attendees.
Yes, but only for 4 or more tickets being purchased. You should contact us at team@smartersmsf.com to request a coupon code to apply an agreed discount.
Where you hold a Full Access ticket, it is available until 30 April 2021, unless otherwise agreed to by Smarter SMSF.
A link to access the virtual hub for the SMSF Day will be provided in your ticket that is issued by Smarter SMSF. Further details about access and navigating the hub will be provided to attendees closer to the event date.
The virtual hub will be open for attendees to login approximately 2 hours before the event commences, which will allow for you to register for sessions and access the session materials.