SMSF Masterclass

Upskill in a key area 

Our half-day masterclass is designed to provide practitioners with a high level of expertise in a key area of self-managed super.

 

LATEST MASTERCLASS

Next topic slated for early 2019

 

Each masterclass begins with an SMSF news update which covers any important developments, before moving to the speciality topic.

Masterclasses 1 & 2 are held over a single day, ditto for masterclasses 3 & 4.

Masterclass 1

Mastering pensions in SMSFs

This session provides a comprehensive examination of a range of topical SMSF pension issues including:

  • The calculation of ECPI and strategies to maximise a fund’s ECPI claim
  • Regular pension payments versus lump sums, and the use of standing commutation authorities 
  • Advice and TBAR reporting implications when commencing a new pension
  • TBAR amendments — what are the rules and how and when to amend a TBAR
  • Dealing with legacy pensions and the ATO’s modified compliance approach

Masterclass 2

The new frontier of SMSF estate planning

This session will explore the new frontier of SMSF death benefit disputes and estate planning. It will cover a range of topical issues including:

  • A review of recent court cases involving SMSF death benefit disputes – key learnings and advice implications
  • Preparing for the release of a deceased member’s pension balance and the use of ‘downsizer’ re-contribution strategies
  • Trust deed and documentation stocktake – essential documentation requirements and common drafting oversights
  • The use of reversionary pension and death benefit nominations as a comprehensive binding death benefit plan
  • The importance of EPOAs – why, how and when their appointment takes effect

Masterclass 3

Speciality topic to be confirmed closer to the date

Masterclass 4

Speciality topic to be confirmed closer to the date

For each masterclass you will receive an attendance certificate plus points as follows. 

SMSF Association 3 points
Institute of Public Accountants 3 CPE hours*
Chartered Accountants Australia & New Zealand  3 CPE points*
Tax Practitioners Board 3 CPE hours* 

 

*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.

Standard price per masterclass

$330 incl. GST

Save 10% on single masterclass

  • Available to clients only
  • When registering online enter the relevant promo code (refer to your invitation or phone 1300 023 170)

Save 16% on two masterclasses

  • Purchase two masterclasses on the same day for $550 (save $110)
  • No promo code required — discount is automatically processed at checkout

Save 25% on the 2019 series

  • Purchase all four masterclasses for $990 (save $330)
  • No promo code required — discount is automatically processed at checkout

 

Select a session

Coming soon  

Meet our experts

With significant experience spanning government and industry our Technical Services and Education team are recognised as some of Australia's leading SMSF experts.

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

Peter Burgess SuperConcepts SMSF expert

Meet the rest of the team