delivered by Smarter SMSF

Wednesday 24 July 2019 at 11am AEST

 SMSF Online Technical Update

With a Coalition Government re-elected, the superannuation landscape ahead looks far more certain than way previously expected.

Join us for free with Aaron Dunn from Smarter SMSF, for this upcoming webinar where he takes a look at the latest technical and regulatory issues impacting SMSFs, including reviewing some key opportunities for your SMSF clients as move into a new financial year.

This session will explore a variety of topics including:

  • Utilising the new contribution rules with catch up unused concessional contributions, and work-test exempt contributions;
  • The superannuation measures announced in the Federal Budget, impacting contributions and earnings tax exemption for SMSFs;
  • Treasury measures to rectify commutations for Market Linked Pensions and rollover of super death benefits between funds;
  • Various ATO updates including valuation guidelines for income streams, contribution splitting and the unused concessional contribution cap, along with LRBA safe harbour requirements to comply with for FY 2019-20; and much more...

Wednesday, 24 July 2019 at 11am AEST

Register Now


What will be covered?

For this upcoming webinar, Aaron will take a look at the latest technical and regulatory issues impacting SMSFs, including reviewing some key opportunities for your SMSF clients as move into a new financial year.

What will you learn?

Attendees will gain a better understanding of recent announcements and legislative changes affecting SMSFs.

Who is it relevant for?

This session is relevant for accountants, financial planners, and other professionals working with self-managed super funds.

What CPD points will be issued?

This session will count as 1.0 CPD/CPE hour for the major accounting bodies (CPA, CAANZ and IPA) and Tax Practitioner’s Board. For FASEA CPD purposes, it will count as 1.0 CPD hour under the category of Technical Competence. 

What level of expertise is required?

The changing face of SMSF webinar is pitched at an intermediate through to specialist level.

If I can’t attend the live webinar can I access a recording instead?

Smarter SMSF’s Learn members can access the webinar recording as part of their subscription within the Smarter platform. Non-members can purchase the webinar recording for $99 (incl. GST) – no webinar recording will be distributed free of charge to non-members, access is only available via live attendance.

If I buy the recording, when do I get access?

The webinar recording is uploaded and available on the Smarter SMSF platform approximately 24-48 hours after the live webinar.

Are slides or any other materials provided with this training?

Yes, as part of the Changing Face of SMSF webinars each quarter, a copy of the slides and a comprehensive workbook is provided with information covered within this session.

About the presenter - Aaron Dunn

Within the financial services industry, people look to Aaron to learn more about self-managed super and the growth of the sector. Highly admired amongst his peers, his insights into technical issues and the SMSF industry sees him regularly participate in Government reviews, including the Super System Review and ‘Reinventing the ATO’ program. 

As CEO of Smarter SMSF, Author of the Future of SMSF report, a CPA and SMSF Specialist Advisor, Aaron has worked within the sector for more than 20 years.

For enquiries about this webinar:

Registeration contact - [email protected]

CPD points, contact Valerie Anquetil - [email protected]