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 both webinars for $198 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.

UPCOMING MASTERCLASS

SMSF contribution strategies rebooted

Explaining what super contributions can and should be made by clients is no longer a simple client conversation. There may be catch-up concessional contributions to consider along with new SG opt-out rules for high-income earners with multiple employers.

Proposed changes to the work test and the bring-forward non-concessional concessional rules for clients over age 65 are also on the table to contend with.

Over 3 one hour sessions, we will dissect the changes and explore the opportunities this new contribution strategy landscape presents for 2019/20 and beyond.

Choose 1, 2 or all 3 webinars in the series:

Part 1 - Identifying strategic opportunities with catch-up concessional contributions including using catch-up concessional contributions to allocate defined benefit pension reserves and balance equalisation strategies in the lead up to 30 June 2020.

Part 2 - Understanding contribution work test concessions for client’s over age 65 and the distinction between the SIS contribution acceptance rules and the Tax Act contribution refund rules.

Part 3 - Planning for bring-forward non-concessional contributions. Knowing when to trigger and associated strategies and pitfalls. The new SG opt-out rules and tips and traps when applying for employer shortfall exemption certificates.

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Each session: $110 / 1 hr / Starts 12:30 PM (AEST)

Webinar 105 MayRegister
Webinar 212 May
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Webinar 319 May
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Buy all 3 webinars and save 10%

BULK PURCHASE


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.

The team is led by Peter Burgess, former National Technical Director for the SMSF Association.


Peter Burgess and the award winning SMSF education team

Meet the rest of the team