SMSFs - Investments, Compliance and the ATO

Price (incl GST)
Members price $150.00
Non-Members price $180.00
Students price $99.00

All delegates must be registered to be able to participate in training and to be eligible to receive qualifying hours


Recording

  • Expiry Date: 30 April 2019
  • Duration: 90 minutes

This Series of four CPE Online sessions with Shirley Schaefer will provide an introduction or refresher on SMSFs, accounting for SMSFs and the basics of SIS compliance and trustee obligations.

At the completion of the Series participants will have an understanding of the requirements for SMSF accounting.

SMSFs – Investments, Compliance & the ATO

  • Investment Rules & restrictions
  • In House Assets
  • SMSF Penalty Regime

Learning outcomes:

  • This Series will provide an introduction or refresher on SMSFs, accounting for SMSFs and the basics of SIS compliance and trustee obligations.
  • At the completion of the Series participants will have an understanding of the requirements for SMSF accounting.
  • It is not essential that the sessions be done in order. There are no carry through examples. You can catch up on any missed sessions via the Recordings.

Daylight Savings has commenced

The sessions will start at 5 pm AEDT, 4:30 pm SA, 4 pm QLD, 3:30 pm NT, 2 pm WA

“Shirley is an excellent presenter."  

This session is part of the following series

SMSFs Back to Basics Online Series

Presenter

Shirley Schaefer Shirley Schaefer
National Superannuation Partner
BDO (SA)