SMSF DAY & ONLINE COURSE 2018

Our full day SMSF accredited training event built for practitioners by SMSF specialists, was a great success! Buy it online now.

 

Following on from a successful series of SMSF Day events around Australia, Smarter SMSF is pleased to announce the release on the day as an online course.  As we work through the first year of implementation with the new super measures, the online course explores a range of current topics and shows you how to effectively implement the various measures using content, interactive case studies and demonstrating the documentation you need.

Topics covered in the SMSF Day Online Course

Course Outline

Welcome to the 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

To enrol for our online course, simply click the ‘add to cart’; choose the online course and proceed to checkout to make payment.

Course launch date: 21 May, 2018

SMSF day 2018 – online course

$360.91 + GST

As we work through the first year of implementation with the new super measures, this online course not only explores key topics, but most importantly will show you how to effectively implement the various measures by providing interactive case studies and explain the documentation you need.