If you previously completed formal training on self-managed super funds or plan to move into the SMSF space, the foundation subject for this will always begin with training on how to establish an SMSF.

If you are thinking of expanding your service to SMSFs or you’ve been an SMSF accountant for a while but haven’t done any formal training in the past 2 to 3 years, this event is for you.

Following on, we'll move onto Superannuation Contributions. The world has changed significantly with regards to contributions and more than ever you need to look closely at your contribution strategies if you want to really maximise the money you have in super when you retire.

This is a live event, hosted live in the Sydney CBD. Presented by the SMSF expert - Peter Johnson.

PLUS, get 7 hour of CPD.

In this training, we will look at the processes around establishing an SMSF, what the administrative requirements for trustees are. This will be a good refresher for things you may have forgotten. For example, what does the SIS Act require about the timing of the appointment of an auditor?

Here's what we will cover:
- Considerations when establishing an SMSF
- The steps to establish an SMSF
- All the necessary documentation required including legislative references
- Administrative requirements including legislative references
- A detailed overview on the definition of an SMSF (eg can the wife of a partner in an accounting firm who works for the firm be in an SMSF with another partner in the firm?)
- A quick overview on residency requirements and what do to when a member is going overseas.

The world has changed significantly with regards to contributions and more than ever you need to look closely at your contribution strategies if you want to really maximise the money you have in super when you retire.

When is the best time to start making non-concessionals? What happens if my brother contributes on my behalf? Why is a cheque better than an electronic transfer? What is the real cost of contribution for a 20 year old child?

This training will look first at all the types of contributions, then at the taxation of contributions and finally all the latest on contribution strategies

Here's what we will cover:
- What are rules around making contributions
- Timing of Contributions
- The taxation consequences of making contributions
- Excess contributions charges
- Transfer Balance Caps
- Strategies to maximise your superannuation interests

Industry leader is an apt title for Peter Johnson. A chartered accountant with significant tenure as both practitioner and practice owner; a highly respected instructor for CPA Australia; an SMSF specialist and sought-after SMSF keynote presenter. Peter is dually gifted as a technician and network facilitator.

From this combination of technical knowledge and expertise, Peter has formed Advisers Digest, where he provides high-level technical support on tap, advanced and introductory training, and even specialised SMSF auditor CPD training.