Foundations of SMSFs 2021-22 – Series



Navigate the complex requirements of SMSFs with this five-part on-demand webinar series. Designed for professionals looking to learn new skills in this dynamic area, the content covers practical advice for simple implementation.

This recorded series focuses on introductory superannuation topics delivered over 5 sessions through the year.

The practical content has been tailored by our SMSF training specialist to form a solid foundation of knowledge that can be immediately applied to your clients' objectives.

Receive a special discounted rate when you subscribe to the entire on-demand series. You'll receive an email reminder with links to each session as they become available.


Benefits
• Gain a firm understanding of fundamental SMSF topics
• Receive practical advice that can be applied immediately
• Ensure your knowledge is accurate and current
• Complete the on-demand sessions at a time that suits you
• Receive a special discount with a series subscription

Session Information

SessionDateTitle
1Fri 20 Aug 2021Superannuation Essentials
2Thurs 18 Nov 2021Superannuation Contributions
3Fri 17 Dec 2021Investment Rules
4Fri 1 April 2022Accessing Superannuation (Benefits)
5Fri 24 June 2021Administration and Audit

All sessions run 9.00-10.30am AEST


ATSSuper
ATSSeries

Session Information

Session    Title
1Superannuation Essentials 
 An introduction to the Australian superannuation system with a focus on the compliance and taxation of self-managed superannuation funds (SMSFs).
2Superannuation Contributions
 An outline of superannuation compliance and taxation rules in relation to superannuation contributions.
3Investment Rules
 Focusing on the investment rules that apply to SMSF trustees.
4Accessing Superannuation (Benefits)
 Rules that determine if members can access their superannuation entitlements. 
5Administration and Audit
 An outline of the administration and auditing requirements of SMSFs.























All sessions run 9.00-10.30am AEST

Tracey Besters

Senior Tax and Superannuation Trainer, Chartered Accountants ANZ

Tracey’s extensive experience gives her a valuable insight into the pressures of being in public practice. She also understands the enormous opportunities that self managed super funds (SMSF) offer clients.

Sessions count towards 1.5 CPD hours each, giving you a total of a minimum of 7.5 hours CPD for the full series. 


EVENT DETAILS


Topic: Financial Advisory and Superannuation, Tax

Sub-Topic: Employment Taxes - PAYE, PAYG & FBT, Income Tax (inc CGT), Self-Managed Superannuation Funds, State/Territory Taxes, Superannuation, Tax Administration

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 7.5 hours