We kick off with coverage of Pensions & Pension Strategies, covering the rules, reporting dates, impacts on your TBC. Then we'll look in detail at strategies around maximizing your after tax benefit from pensions.

Following on is all about death benefit payments. This training will guide you through all the ins-and-outs on the law and taxation of death benefits, as well as strategies and case studies that you can apply for your clients to save the amount of death benefit taxes paid.

Our Super Training Day is hosted by Peter Johnson, a specialist SMSF trainer. With over 15 years in the industry, he knows a thing or two about superannuation.

It is one of our signature training event that focuses on helping you as a practising accountant sharpen your knowledge on SMSFs.

Training topics are decided based on the demands of attendees and they are what we believe are essential topics that will help you excel as a practising accountant.

Our events are like none other. You can expect them to be highly engaging, not like a sit-and-listen lecture. With a maximum of 55 attendees, you can feel comfortable sparking discussions or asking questions about the topic at hand.

Scroll down to see the the full coverage of our training days.

Refresh yourself on 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. Learn all about 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

The rules around pensions have become a lot more complicated since 2017. This presentation will look at all the rules, reporting dates/requirements, impacts on TBC's, then strategies on maximising after-tax benefits especially for those with over $1.6 million in super

Here's what we will cover:
- All the different types of pensions
- When a pensions starts and ceases
- What to do if you fail to meet the minimum pension payment
- Taxation of pension accounts after death
- Transfer Balance Accounts and TBar reporting
- Childrens’ pensions – taxation, Transfer balance issues, reporting
- Pension Strategies (Use of Segregation, Tax Effective use of Pensions, Consolidations, Segregated or Unsegregated Assets)

The SIS Act has been around for more than 25 years now and SMSFs are just growing and growing. Now we are seeing a lot of older Australians with SMSFs and lots of media around death benefit disasters. This presentation will guide you through all the ins-and-outs on the law and taxation of death benefits, as well as strategies and case studies that you can apply for your clients to save the amount of death benefit taxes paid.

Here's what we will cover:
- The Law (When do you have to pay a death benefit? Who can it be paid to and in what forms can it be paid? Death benefit nominations and who ultimately controls the payment of death benefits)
- Insurance Issues
- Taxation of Death Benefits
- Strategies
- Case Studies

Property and SMSFs, they go hand in hand. If you are into SMSFs then you must also be into property. That is what they are all about. But the rules are complex. Really complex.

The ATO just had to release a detailed bulletin about all the mistakes being made to do with property developments. There are people paying double stamp duty on property purchases, there are seminars promoting schemes that will result in NALI.

With so so much to be aware of, we've dedicated this whole day covering SMSF & Property workshop. Yes, a full day. There really is that much to cover.

Here's what we will cover:
- All the SMSF investment restrictions and how they relate to property
- What is business real property?
- When can you acquire residential property off a member, a related party or another fund
- Related unit trusts versus unrelated unit trusts
- Regulation 13.22
- Stamp duty, land tax and other state tax matters
- Bare trusts and single acquirable assets
- Related party borrowings
- Property development
- Non-arms length income and expenses
- Strategies and case studies

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.

This Super Training Day will not be like any other training events that you have attended in the past, where you get spoken at and end up receiving very little value or benefit.

Our presenter, Peter Johnson is a specialist in advising and teaching SMSFs with a great reputation in the industry. Our events are interesting, engaging and you'll get your questions answered. We purposely make our event small so that you get to know other attendees and actually take away practical advice.

Refunds are provided with 30 days notice before the event where you have purchased a single event ticket. If you have purchased all three events, refunds are provided with 30 days notice before the first event. No refunds will be provided thereafter for the second or third event as we have already reserved your spot and discounted the price.

If you booked the ticket and don't show up, no refunds will be provided as we have already reserved catering and your spot.

If you cannot make it to the event at the last minute, you can find a replacement to attend the event on your behalf and email us [email protected] so that you get all the event information on time.