Superannuation Training series 2018

Price (incl GST) - Full Year Series
Single price $1386.00
Group price
(3-6 registrations)
$4158.00

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

Recording

  • Expiry Date: 31 December 2019
  • Duration: 720 minutes
  • Views: 3 views per purchase

A comprehensive program for super specialists, this practical and engaging series develops participants' understanding and knowledge through the use of real-life scenarios and examples.

This series consists of eight sessions in total: four Super Updates and four Special Topic sessions.

Register for the full series and receive one session for free.


Super Update Sessions (Quarterly)

The Super Update sessions will focus on the practical impact of recent superannuation changes and will cover the following:

  • Recent ATO announcements and rulings
  • Recent Federal Court and AAT decisions
  • Proposed changes to the tax law
  • Emerging superannuation issues

The series will comprise of four Super Update sessions: March, July, September and December.

Special Topics Sessions

March: Contributions: what you need to know?

  • What is a contribution?
  • The contribution CAPS
  • Limitations and extensions to the CAPS
  • Exceeding your limit and its consequences
  • Recent developments FHSSS and downsizing

July: Death and Super

  • The ultimate condition of release
  • Where will your super go?
  • Dependent vs Non Dependent
  • Lump Sums vs Income Streams
  • Pensions - to revert or not to revert
  • Tax Treatment

September: Getting Money out of Super

  • The conditions of release
  • An examination of each condition of release
  • What are the criteria?
  • What are the possibilities?
  • What are the restrictions?

December: Managing your SMSF

  • Trustee obligations and duties
  • Investment Strategies
  • Governance Rules
  • Operating Standards
  • Consequences of getting it wrong

Who should attend?

Accountants, financial planners, SMSF auditors and others with a particular interest in superannuation.

CPD Accredited

SMSF Association|CPD Accredited
Earn 1.5 CPD points per session
Earn 1.5 FPA CPD points per session

Presenter

Neil Jones, CPA, CTA Neil Jones, CPA, CTA
Director/Senior Tax Trainer
TaxBanter