Special Tax & Superannuation topics 2023-24 - SMSFs cans and cannots


Save 20% off this product as part of our EOFY CPD Sale. Spend $600 or over to receive 30% off, or spend $1,000 or over to receive 40% off. Discount applies automatically at checkout. Sale ends 11.59pm AEST 1 July 2024. T&Cs apply.

With a large portion of the baby boomer client base heading into retirement, SMSF compliance should be a paramount concern for trustees and advisers alike. This session will serve as a refresher on the relevant SIS Act and Regulation rules throughout the various stages in the life of an SMSF.

 

After successful completion of this topic, participants should be able to:
  • Identify potential non-commercial transactions that can lead to SMSF non-compliance
  • Explain contribution splitting opportunities & Ryan’s Case
  • Explain the implications of transferring BRP to an SMSF for less than market value
  • Explain the interim & final death benefit payment

 

This session forms part of the Special Tax & Superannuation Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun. These sessions will:

  • Ensure you get the critical knowledge you need while minimising your time out of the office.
  • Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
  • Help you avoid any possible traps and pitfalls
  • Give you answers to the questions most relevant to you

 

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

 

Continuing Professional Development Hours

The content covered in this topic constitutes verifiable CPD for CA ANZ, has been assessed for ASIC and FASEA CPD and also meets the Tax Practitioners Board's CPE requirements.

 

 

 

 

PER SESSION

CA ANZUp to 1.5 CPD hours
Tax Practitioners BoardUp to 1.5 CPD hours

 

 

Related packages

Looking for more? Our Essential Tax & Superannuation Updates perfectly complement these special topic sessions.  

 

This series is presented by our Senior Tax & Superannuation trainers:

 

Peter McGinty, Senior Tax and Superannuation Trainer, CA ANZ 

Peter has degrees in commerce and law from the University of Melbourne. He has more than 30 years’ experience in a chartered practice that focused on tax issues affecting family businesses, small and medium enterprises and high net worth individuals. Peter is an experienced tax trainer and is well regarded for his practical approach to staff training. 

 

James McPhedran, Senior Tax and Superannuation Trainer, CA 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 Master of Taxation from the University of Sydney 


EVENT DETAILS


Topic: Tax

Sub-Topic: Income Tax

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 1.5 hours