SMSF Masterclass Programme

Key-topic training for practitioners.
Classroom or online. CPD points.

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Become an expert in the areas that count

We offer a choice of masterclasses, each designed to strengthen your proficiency in a key area of self-managed super. Attend in-person or online, and receive CPD points plus a detailed reference guide.

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Build your proficiency in a key SMSF area

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Choice of study format — classroom or online

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Receive CPD points plus reference guide

We offer two rounds/series of masterclasses throughout the year.

Each series is held over a single day and comprises two separate masterclasses — one in the morning and one in the afternoon. You can register for one or both sessions.

Each masterclass begins with a general update covering any important SMSF developments, before diving into the speciality topic. Upon completion you will receive CPD points and a detailed reference guide.

SERIES ONE

Two masterclasses held on one day — attend one or both

Masterclass 1

Topic  Mastering pensions in SMSFs 
Time 9am-12pm 

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

Topic  The new frontier of SMSF estate planning 
Time 2pm-5pm

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

SERIES TWO

Two masterclasses held on one day — attend one or both

Masterclass 3

Topic TBC
Time 9am-12pm

Masterclass 4

Topic TBC
Time 2pm-5pm

 

Standard price per masterclass

$330 incl. GST

Save 10% on single masterclass — for clients only

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

Save 16% on two masterclasses — available to anybody

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

Save 25% on all four masterclasses — available to anybody

  • Purchase the entire series for $990 (save $330)
  • No promo code required — discount is automatically processed at checkout
  • Click here to purchase

 

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

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

 

^ Points estimate based on previous masterclasses. Points for our 2019 masterclasses are yet to be confirmed.

* 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.

Make your selection in 3 easy steps

  1. Choose the series (listed below)
  2. Decide between a city or online and press the 'select' button
  3. Choose one or both masterclasses

Or buy all 2019 masterclasses

  • Make the process as easy as possible
  • Get the biggest discount

PURCHASE ALL


SERIES ONE

  • Masterclass 1 (AM): Mastering pensions in SMSFs
  • Masterclass 2 (PM): The new frontier of SMSF estate planning
Melbourne26 Mar 2019SELECT
Brisbane26 Mar 2019SELECT
Sydney02 Apr 2019SELECT
Adelaide02 Apr 2019SELECT
Online02 Apr 2019SELECT

SERIES TWO

  • Masterclass 3 (AM): Topic TBC
  • Masterclass 4 (PM): Topic TBC
Melbourne06 Aug 2019SELECT
Brisbane06 Aug 2019SELECT
Sydney13 Aug 2019SELECT
Adelaide13 Aug 2019SELECT
Online13 Aug 2019SELECT

Meet our expert educators

Led by Peter Burgess, former National Technical Director for the SMSF Association, our award-winning Technical Services and Education team are recognised as some of Australia's leading SMSF experts.


Peter Burgess and the award winning SMSF education team

Meet the rest of the team