Special SMSF Topics Series 2021-22



The 6-part Special SMSF Topic Series is presented by our dedicated senior tax and superannuation trainer. Each informative and highly practical session will explore a different topical Australian SMSF issue and will ensure that you keep up to date with the ever-changing and complex area of superannuation law.


This series has been designed for all SMSF professionals, advisors, administrators and auditors in practice and business.

In this on-demand series, we will explore current Australian SMSF issues and essential developments in respect of contributions, investments, borrowings, account balances, membership, related party transactions, accessing superannuation, and compliance.

A new topic is released bi-monthly. You will be sent a recording link and supporting materials bi-monthly. Sessions are a minimum of 1.5 hours each, giving you a total of a minimum of 9 hours CPD for the full series.

 

Series package

This series can be purchased as a full year package (at a discounted rate) or as individual sessions. For individual session information, please see the table below. 

As each session becomes available, you'll receive an email with links to downloadable content that complements the webinar.


Benefits

  • Examine the details of specific superannuation topics
  • Keep up with the latest legislation
  • Learn practical solutions that can be applied immediately
  • Complete the on-demand sessions at a time that suits you
  • Receive a special discount with a series subscription


Session Information

As individual sessions become available, descriptions will be added in the table below.

Session 1  Getting ready for the superfund audits 2021
Session 2  Key topics for SMSFs in 2021-22
Session 3  Non-arm’s length income
Session 4  Intergenerational SMSFs
Session 5 Death of a member in retirement phase: Paying out benefits
Session 6 Contribution strategies for 2022-2023

ATSSuper
ATSSeries

Tracey Besters

Senior Tax and Superannuation Trainer, Chartered Accountants ANZ

 

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

 

James McPhedran

Senior Tax and Superannuation Trainer, Chartered Accountants ANZ 

 

James has 18 years’ experience in the industry, including roles at the Big Four accounting firms and advisory roles at mid-tier firms. He has been an educator with Chartered Accountants ANZ for 9 years. His advanced knowledge of taxation and superannuation has allowed him to focus on small to medium enterprises and high net worth individuals. James holds a bachelor’s degree in law and economics from the University of Queensland and a Masters of Taxation from the University of Sydney. 

Sessions count towards 1.5 CPD hours each, giving you a total of 9 hours CPD for the series. 



EVENT DETAILS


Topic: Tax

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

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 9 hours