Monthly SMSF webinars
Regular webinars to support your SMSF knowledge.
1 CPD point per webinar.
Exclusive to SuperConcepts Practitioners and Staff
Monthly, in-depth suite of online continuing professional development (CPD) learning webinars, enabling practitioners to stay at the forefront of the SMSF industry – you can rely on our specialist knowledge to ensure better outcomes for your clients.
Each webinar is worth 1 CPD point.
How to avoid ‘Popular’ compliance breaches
Keep on top of what to look out for with your SMSF clients or pay the price.
There is nothing worse when an SMSF is being audited to receive a shock from the auditor that the fund has serious compliance breaches. Preparation and planning by advisers or fund trustees are essential to make sure that these shocks do not occur or are understood well in advance.
Recent changes to the law and concerns by the ATO over the past year have meant that greater vigilance is required to ensure the fund remains compliant. This webinar will cover the more common potential compliance breaches for SMSFs, including:
- requirements for an investment strategy,
- non-arm's length income and expenses,
- fund trusteeship and the fund’s trust deed, and
- documentation to keep the auditor happy.
Case studies and practical tips will be provided to help you in understanding the issues and problem-solving.
Thu 27 Feb, 12:30 PM - 1:30 PM (AEDT)
How many different types of contributions can you name?
When discussing contributions there is more to it than just concessional & non-concessional caps. Determining whether contributions can be made as well as when they are made is just as important as contribution type.
The changes to contribution caps, deductible contributions, the carry-forward, and bring-forward rules, as well as the downsizer and recent retiree contributions, have opened up a whole new world when it comes to super.
Thu 26 Mar, 12:30 PM - 1:30 PM (AEDT)
Maximising your super balance via contribution strategies
Plan now before 30 June and maximise your client’s contributions.
The changes to contribution caps, deductible contributions, the carry-forward, and bring-forward rules, as well as the downsizer contributions, have opened up a whole new world when it comes to super. The presentation will provide those tips and traps to help you maximum the benefits of contributing to super for this financial year.
Thu 30 Apr, 12:30 PM - 1:30 PM (AEST)
It’s on again–will there be any surprises with super?
This year’s Federal Budget could bring with it some interesting approaches considering the retirement incomes review will be finalised and we are due for the nest 5-year intergenerational report. This session will not only cover the superannuation aspects of the budget but will also examine the possible impact on SMSFs.
Thu 28 May, 12:30 PM - 1:30 PM (AEST)
NALI and NALE – new law, new ways
Non-arm’s length income accompanied by non-arm’s length expenses means high super tax.
The introduction of new rules concerning the taxation of non-arm’s length income backdated to 1 July 2018 means a comprehensive understanding of what is meant by non-arm’s length expenses. An SMSF that has acquired an asset at a discount or where some services in relation to the investment are provided at no charge then the fund could be paying 45% tax on any income or taxable capital gains. So you need to be on guard.
Thu 25 Jun, 12:30 PM - 1:30 PM (AEST)
Maximising and sustaining pension accounts
Getting pensions right or miss out on good strategies.
The introduction of the $1.6 million transfer balance cap and understanding pension account strategies has become much more interesting. This session will show you strategies that ensure the fund’s tax-exempt income is maximised and examine the less understood aspects of all types of superannuation pensions.
Thu 30 Jul, 12:30 PM - 1:30 PM (AEST)
ECPI the new way
Greater tax-exempt income for SMSFs – know the benefits.
Calculating the exempt current pension income of an SMSF has changed. Trustees now need to provide an actuarial valuation of the fund:
- for each period when the fund is partly in pension phase, or
- when at least one pension member in the fund has a total super balance of at least $1.6 million
- and the fund wishes to claim exemption from tax on its pension assets.
This session will show you when an actuarial certificate is required for a fund and the complex issues involved with the new approach.
Thu 27 Aug, 12:30 PM - 1:30 PM (AEST)
Death benefits, reversions and other matters
How do you maximise the amount in super after death?
One thing that the super reform changes have affected is death benefits and estate planning. No longer are superannuation funds a safe haven for death benefits as the introduction of the Transfer Balance Cap has seen the end to that for anyone with reasonable amounts of superannuation. This webinar will examine how superannuation death benefit lump sums and pensions now fit into the new scene.
Thu 24 Sep, 12:30 PM - 1:30 PM (AEST)
Property as an SMSF investment
Why getting the structure right is so important!
Property has always been a favourite as one of the pet ‘likes’ of SMSFs. The way the property is purchased, the type of entity that purchases the property and whether it is geared can influence the what, why and when of the acquisition by the fund. Tune into this webinar to hear experts in SMSFs tell you how it can be done to the best advantage of the client.
Thu 29 Oct, 12:30 PM - 1:30 PM (AEDT)
Unlisted Company investments – a journey into the barbed wire
Don’t end up with compliance issues just because private company shares seemed like a good investment at the time.
SMSFs investing in private and other unlisted companies always seems like a great idea. The fund gets the benefits of capital growth as well as dividends to help built retirement savings. But there’s a catch, related party acquisition of private company shares has its limits.
Thu 26 Nov, 12:30 PM - 1:30 PM (AEDT)