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