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Special SMSF Topics 2018: Technical Session - Issues When Lodging The 2017 SMSF Return


Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

Content Discription

Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

For every special topic, we offer a technical session and a case study session.

  • Technical sessions offer learners an in-depth theoretical understanding of the topic and its key principles.
  • Case study sessions use realistic client scenarios to demonstrate the practical application of the topic’s key principles.
  • Session Information

    Presenter: James McPhedran

    After completion of this topic, successful participants should be able to:

    • Recognize the various issues that arise when lodging the 2017 SMSF return e.g. irrevocable elections for CGT relief, TBA reporting
    • Identify which SMSF clients within their client base are impacted by the various 2017 SMSF Return issues
    • Translate the learnings into practical solutions for clients faced with the variety of lodgement issues.
    Benefits

    Keep up-to-date on the key issues and latest developments in the SMSF industry.

    James McPhedran'sextensive taxation and superannuation experience branches across a wide range of industries from mining and energy, to entertainment and professional tax bodies. Prior to his training role at Chartered Accountants Australia and New Zealand, James was a Tax and Superannuation Advisor at the Knowledge Shop (a wholly-owned subsidiary of Hayes Knight).

    EVENT DETAILS


    Topic: Financial Advisory and Superannuation

    Sub-Topic: Self-Managed Superannuation Funds, Superannuation

    Format: Recorded Webinar

    Proficiency Level: Intermediate, Advanced

    CPD: 1.5 hours