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SMSF Masterclass Programme

Key-topic training for practitioners.
3-part webinar series. CPD points.

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Upskill in the areas that count

Receive training in a key area of self-managed super from Australia's top experts. Our masterclass programme is a 3-part webinar series — choose 1, 2 or all 3 webinars.

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Build your proficiency in a key SMSF area

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Choose 1, 2 or all 3 webinars in the series

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Receive CPD points plus reference guide

Our masterclass programme, designed specifically for SMSF practitioners, is offered as a flexible 3-part webinar series. Choose 1, 2 or all 3 webinars.

Each webinar begins with a general update covering any important SMSF developments, before diving into the speciality topic.

At the end of each webinar you will receive CPD points and a detailed reference guide.

Standard price per webinar

$110 incl. GST

Buy in bulk — Save 10%

Buy all 3 webinars for $297 incl. GST

1 webinar = 1 CPD hour for FASEA

Each 1-hour webinar is a ‘qualifying CPD activity’ and provides 1 CPD hour in the category of ‘Technical Competence’.

Note: Each year you must earn 40 CPD hours from ‘qualifying CPD activity’, 28 of which must be approved by your licensee, with the remaining 12 hours not requiring approval. Furthermore, the activity must spread across FASEA’s CPD categories, with minimum hours applicable in each category.

Other professional bodies

CPD points/hours per webinar are as follows.

SMSF Association 1 CPD point
Institute of Public Accountants 1 CPE hour*
Chartered Accountants Australia & New Zealand  1 CPE point*
Tax Practitioners Board 1 CPE hour* 

 

* You should use your own professional judgement and assess whether our programme provides professionally relevant training and the appropriate number of CPD points or CPE hours. The above allocation assumes professionally relevant training and equates one hour of training with one CPD point or one CPE hour.



SMSF Association Accredited Educator

Meet the team who run the programme

Our award-winning Technical Services and Education team are recognised as some of Australia's leading SMSF experts.

Meet the team

Upcoming Masterclass

 

Related party transactions – opportunities, traps and pitfalls

 

The complete series

July 28 | August 4, 11
12:30 PM - 13:30 PM AEST
PURCHASE PACKAGE
$270 + GST for 3 part webinar series
(10% saving)
 
 

Overview:

While designed to protect superannuation savings, the rules relating to SMSF related party transaction are without doubt, some of the more complex sections of the superannuation legislation. Understanding these rules and knowing how to apply these rules in practice are essential skills for SMSF specialist advisers. Over 3 one hour sessions we will explain the action trustees and practitioners should be taking in FY19 and FY20 in relation to the new non-arm’s length expense rules including the transitional rules applying to non-commercial general expenses. Sessions 2 and 3 will be devoted to explaining the regulatory and tax issues associated with investing in related party structures such as companies, partnerships, related and unrelated trusts.
 

Part 1 (July 28) 

12.30 PM - 13:30 PM AEST

The new non-arm’s length expense rules including their application to non-commercial expenses incurred via an investment in a related trust. What expenses are covered by the ATO’s transitional rules for 2018/19 and 2019/20 and those that aren’t


PURCHASE PART 1
$100 + GST

Part 2 (August 4)

12.30 PM - 13:30 PM AEST

The regulatory and tax issues and the advantages and disadvantages of SMSFs investing in companies and partnerships


PURCHASE PART 2
$100 + GST

Part 3 (August 11)

12.30 PM - 13:30 PM AEST

The regulatory and tax issues and the advantages and disadvantages of SMSFs investing in related and unrelated trusts.


PURCHASE PART 3
$100 + GST
 
 
 

TCB indexation – friend or foe?

 

The complete series

October 14, 21 and 28
12.30 PM - 13:30 PM AEST
PURCHASE PACKAGE
$270 + GST for 3 part webinar series
(10% saving)
 
 

Overview:

With the TBC set to be indexed most likely from 1 July 2021, what actions should trustees and practitioners be taking now to prepare for an increase in TBC. What planning should be done and what strategies should be considered in the lead up to this increase? Over 3 one hour sessions, we will explore the opportunities that this unique period presents and also discuss how the indexed TBC will interact with a client’s TSB and other caps, which are themselves subject to different forms of indexation. This is unchartered territory so be one of the first to experience pension strategies in a post TBC indexed world. The latest changes to ECPI and other emerging pension strategies will also be covered.
 

Part 1 (October 14)

12.30 PM - 13:30 PM AEST

Planning for TBC indexation and what TBC and pension strategies should be implemented pre indexation


PURCHASE PART 1
$100 + GST

Part 2 (October 21)

12.30 PM - 13:30 PM AEST

TBC and pension strategies in a post TBC indexation era. The interaction between the indexed TBC and an unindexed TSB threshold and contribution caps and TSB adjustments for LRBA assets – when the adjustment applies and when it doesn’t and calculating the adjustment for multiple members


PURCHASE PART 2
$100 + GST

Part 3 (October 28)

12.30 PM - 13:30 PM AEST

The latest ECPI changes and emerging pension strategies


PURCHASE PART 3
$100 + GST