Join me for the SMSF Quarterly Wrap webinar

Join me for the next SMSF Quarterly Wrap webinar, where in this one hour session I will be discussing at the latest technical and regulatory issues impacting self managed super funds.

The last quarter has been another busy one for SMSFs with changes announced from the Mid-Year Economic & Fiscal Outlook (MYEFO), in particular around the continuation of tax exemption after the death of a member.  In addition, there have been a range of ATO interpretative decisions, recent cases impacting SMSFs and details of the technical issues of the September 2012 ATO National Tax Liaison Group (NTLG) Super technical sub-group meeting “hot off the press”.

SPAA CPD points are available for members, with 1-2 CPD points typically available for these webinars.

Find out more and register here


WEBINAR: SMSF Quarterly Wrap

Keep up-to-date with the latest technical and regulatory issues impacting self-managed super funds with the “SMSF Quarterly Wrap”.

The last three months has seen a range of important information or changes impacting SMSFs including:

  • The ATO releasing their compliance program and key target areas for SMSFs;
  • new requirements for SMSF trustees from 1 July 2012 with the Stronger Super reforms, including some important delays;
  • the latest ATO interpretative decisions impacting reserves, fund tax deductions and much more…
  • recent case-law, including non-arms’ length income and an excess contribution win for the taxpayer over the ATO! and
  • ATO NTLG technical issues, including 0% interest rates with SMSF limited recourse borrowing arrangements

Find out more about this session and how you can register.

PS.  Don’t forgot about joining me for the Top10 SMSF strategies FREE webinar this Thursday!!

SMSF Year End Planning Webinar

As we approach the end of the financial year, it is important to focus on the various planning opportunities that are available for members of self-managed super funds.  As both trustees and the broader SMSF industry place a greater focus on the quality advice, being able to effectively deliver strategies in the lead up to 30 June is crucial.

In this session, I will be exploring various contribution and pension strategies leading up to 30 June, along with a range of investment and estate planning considerations that are vital as part of your clients year-end and ongoing planning.


SMSF Quarterly Wrap webinar

The 2012 year is going to be a significant one for the SMSF industry, so it is important that you keep up-to-date with the latest issues, news, and changes impacting self managed super funds.

The SMSF Academy is pleased to announce the first webinar for 2012, the SMSF Quarterly Wrap. This is a new addition to the regular monthly training for SMSF professionals after seeking feedback from members and webinar attendees.

This webinar is being conducted on Wednesday, 1 February 2012 at 12pm AEDST.

Find out more about this session and to register.

25 Super Strategies of Christmas


Is it just me, or is it hard to believe we have just hit December!!  How quickly the year has flown…

With Christmas now not that long away, I intend to finish the year off with a bang and have put together the “25 Super Strategies of Christmas”.

Each day from the today (1st of December) to Christmas day, I’ll be sharing these strategies on the new SMSF Academy’s Google+ page.

I hope you find many of these ideas and strategies beneficial for you and/or your clients.

Visit us on Google+

(C) The SMSF Academy 2012
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