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.
Live technical responses to any questions that you may have. Our events are focused on being interactive and engaging.
See what's covered in the training below
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.
Superannuation Contributions & Strategies
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
Location + COVID 19 Plan
The event will be hosted at Rydges Hotel, World Square in the Sydney CBD
To keep your meals contact-free, it will be prepared in a "lunchbox" style for your morning/afternoon tea and lunch. You can choose what meal from our selections upon the purchase of your ticket. We also cater for special dietary requirements.
Hand-sanitisers will be available throughout the event, the hotel will conduct frequent cleaning to keep the space clean. And Rydges World Square Hotel was NOT used as a quarantine hotel, in case you are wondering.
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.
Refresh yourself on the foundations of SMSFs & expand your expertise on SMSF Contributions and Strategies
What Other Attendees Said About Our Other Event - Super Training Day
What Other Attendees Said About Our Other Event - Tax Training Day
Frequently Asked Questions
Q: Will this workshop be relevant to me as an accountant?
Definitely! This live training is perfect for both junior and experienced accountants who want to rehash their knowledge on establishing SMSFs.
As well, you will also gain valuable knowledge on Superannuation Contributions and strategies you can take on to maximise your client's money in super upon retirement.
Q: Do I get presentation slides?
Yes, we send you the presentation slides before the event so that you can go through them either before the training day or after.
These are distributed via an email so that you can download them or print them as you wish. On the day, your can bring your laptop/tablet or printed slides to go along with it, power cable is available at each table. Wifi is also available.
Q: Do you have money back guarantee?
Refunds are provided with 30 days notice before the first event starts as we only have limited spots available. Please email [email protected] .
There's no refund available afterwards but you can send a substitute on your behalf with minimal 3 days notice via an email.
Q: How does the hotel (Rydges World Square) ensure the event venue is Covid safe?
The hotel has strict sanitising policy, and they have increased frequency of cleaning and disinfecting in our public areas including lobbies, lifts, public bathrooms, door handles, and room keys. You can watch their video about this here.
Q: Can I drive to the event?
The venue (Rydges World Square hotel) is in the heart of Sydney's CBD, you can easily get there by public transport, the nearest train station is Town Hall.
If you decide to drive in, there are 2 options - car parks- World Square car park or Goulburn street car park (5-minute walk).
Q: Will I receive a certificate to document my CPD training?
Yes, we will issue a certificate providing you with 7 hours of CPD after the event.
Q: What if lockdown happens and what do I do with my ticket(s) ?
If the lockdown happens at the last minute, we will most likely postpone the event to a later date so that you can join us. If the new date doesn't suit you, you can swap our live training with our online training instead and get an equivalent amount of CPD hours.
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