FREE ATO WEBINAR – ATO’s compliance approach and treatments for SMSF trustees
Announcements / ATO / Professionals / SMSF / SMSF Compliance / Webinars

FREE ATO WEBINAR – ATO’s compliance approach and treatments for SMSF trustees

The Australian Taxation Office (ATO) will be running a free webinar program over three weeks from 10 to 27 June 2014 for self-managed super fund auditors, tax agents and other superannuation professionals.  These ATO webinars focus on the Regulator’s SMSF compliance approach, as well as the new compliance treatments for SMSF trustees which will come into effect … Continue reading »

Are you ready for the future of SMSF?
Announcements / Professionals / SMSF / Webinars

Are you ready for the future of SMSF?

Having surpassed some magical milestones throughout 2013 the SMSF industry continues to grow and evolve into a mature sector.  Now having passed 500,000 funds, $500 billion of total assets and over a million SMSF members, it is not only exciting to have been a part of the journey to date, but also where it is … Continue reading »

SMSF Webinar – Changing Face of SMSFs
SMSF / Webinars

SMSF Webinar – Changing Face of SMSFs

Is it just me or has Christmas just appeared from nowhere?  I presume you’ve got plenty to keep you busy right through until Christmas and are very much looking forward to a well-deserved break! But before you do, we’ve got one last webinar for 2013! It is my quarterly technical and regulatory update, the Changing … Continue reading »

SMSF webinar – LRBA insurance strategies
Professionals / SMSF / Webinars

SMSF webinar – LRBA insurance strategies

With the interest in SMSF Limited Recourse Borrowing Arrangements (“LRBAs”) on the rise, it is important that you understand the various strategies to best manage risk in the event of death or disability of a fund member.  Over the past year, we have seen a range of strategies unfold in consultation with the Regulator that … Continue reading »

SMSF Webinar | The focus on SMSF borrowing
SMSF / Webinars

SMSF Webinar | The focus on SMSF borrowing

The topic of SMSF limited recourse borrowing arrangements is capturing the attention of the financial services industry and appears to a driver in the current growth of self-managed super funds. This interest certainly hasn’t gone unnoticed by the Regulators, with both Australian Securities and Investment Commission (ASIC) and Australian Taxation Office (ATO) also playing a … Continue reading »

Special webinar – TR2013/5: the impact on SMSF pensions
ATO / Pensions / Professionals / SMSF / Webinars

Special webinar – TR2013/5: the impact on SMSF pensions

There has certainly been a lot of interest in the Commissioner’s final views expressed in tax ruling TR 2013/5, when a pension commences and ceases. In response to this, The SMSF Academy will be holding a special 30 minute webinar taking an in-depth look at the many of the key issues, including when a pension … Continue reading »

Webinar – paying an SMSF death benefit
Estate Planning / Professionals / SMSF / Webinars

Webinar – paying an SMSF death benefit

Join Aaron for the July webinar on paying an SMSF death benefit, where this session will take an in-depth look at the fund and member-level issues relating to the payments of benefits to beneficiaries, how to apply tax exemption, dealing with various superannuation interests and some key strategies and considerations around estate planning. Webinar details: … Continue reading »

What impact will SMSF licensing have on an accountant’s business model?
Licensing / Professionals / SMSF / Webinars

What impact will SMSF licensing have on an accountant’s business model?

There are a range issues for accountants to consider as they look to move into licensing to advise their SMSF clients.  Whilst some may retain a ‘status quo’ until the removal of the removal of the accountant’s exemption from 1 July 2016, many are doing the training and education now, along with the necessary planning … Continue reading »

WEBINAR: Actuarial requirements for SMSFs
Pensions / Professionals / SMSF / Webinars

WEBINAR: Actuarial requirements for SMSFs

When is an actuarial certificate required for a self-managed super fund?  This is one of the most searched topics on my blog.  With 88% of all tax deductions claimed within SMSFs relating to exempt current pension income (ECPI), the Australian Taxation Office is casting a very close eye over the growing number of tax deductions … Continue reading »

The Changing Face of SMSF webinar
Announcements / Professionals / SMSF / SMSF Compliance / Webinars

The Changing Face of SMSF webinar

With the self-managed super fund landscape continuing to evolve, it is important that education and training reflects the changing nature of technical and regulatory issues.   With this in mind, the Changing Face of SMSF webinar (previously the SMSF quarterly wrap) provides professionals with up-to-date information about legislative change from Government and the from Regulators. Webinar outline: In … Continue reading »