SMSF 2017 training

Advanced Audit & Compliance
training to keep auditors &
advisers out of the firing line

 

Online registrations for tomorrow's Melbourne workshop have closed. Seats are still available - please call 1800 800 232.
SMSF 2017 Advanced Audit Training

Advanced adviser & auditor training
Essential annual update on the more complex SMSF issues
Latest changes & their impact

 

An essential annual update on the SMSF issues for all those serious about SMSFs.

 

Designed to reduce risk, and maximise efficiency and outcomes, SMSF 2017 is a not-to-be missed training day for all professionals in the SMSF audit and advice space.

 

SMSF 2017 presents the more complex real life scenarios you are likely to face in your SMSF work, together with the solutions to manage and overcome the issues presented.  We also cover the hot topics from the ATO and their practical implications.

 

Who should attend?

Anyone advising or auditing SMSFs at a management level or who wants to build their knowledge to the next level. 

 

RG 243 requires SMSF auditors to complete 120 hours of CPD over each 3 year period (including 30 hours of development on superannuation and at least 8 hours of development on auditing SMSFs).  SMSF 2017 will help you meet your ongoing targets.

 

 

 Brochure

 

Perth Friday 17 March | Sydney Thursday 23 March | Brisbane Monday 27 March |  Melbourne Thursday 30 March

  

"Entertaining and engaging. Great way to keep abreast of changes and new strategies."

 
2016 Perth participant

The ever changing landscape


  • Recent SMSF cases and what really went wrong
  • The changes to superannuation, their impact on your clients and what to do about it
  • Key ATO compliance areas

 


 In-house assets

 

The implications of the ATO’s clarification of related unit trusts

 

  • New investments in related unit trusts - what the ATO states you can and can't do
  • Related party rules
  • Trustees responsibilities when a breach occurs
  • The risk associated to interposed structures

 


 

Structuring issues for SMSFs


  • Asset segregation post 1 July 2017 - where this may no longer be allowed
  • When is an SMSF not really an SMSF? You would be surprised!
  • Identifying structuring issues before they occur
  • How moving overseas can be the most expensive mistake your client can make
  • The “active member test” and how it really works
  • Trustee? Member? Or both?

 


 

Key risks for borrowing in SMSFs


  • 31 January 2017 deadline for related party borrowing - what your clients should have done
  • Where to now for borrowing?
  • Borrowing and non-arm's length income - recent ATO IDs and updates
  • What the auditor should really be looking for
  • Key issues checklist   

 

Latest Updates

 

  • Recent ATO guidance on SMSF income from trusts without fixed entitlement
  • How to use the regulator’s voluntary disclosure service to manage client risk
  • Non-arm’s length income – what the ATO is really saying and what you need to know
  • Recent changes to the SMSF annual return instructions around contribution reserves

 SMSF strategies

 

  • Making the most of the contribution changes
  • Using a contributions reserve 
  • Advanced pension strategies
  • Contribution splitting:
    • Why would you do it?
    • The rules - what can and cannot be done 

 

 Great workshop - challenging my brain with SMSF issues. Great speaker and kept me focused and interested all day!.”

 2016 Sydney participant


 

ATO activity


  • Walk through the ‘audit the auditor’ program
  • What you will be asked
  • How your independence will be tested
  • How ATO program of contact with SMSF trustees impacts on you 

 


 

Key documentation included


  • Current audit plan
  • Current audit program
  • Suggested engagement and management

So, what do you say?

Our Presenter

Garth McNally

Director, Hayes Knight NSW
GarthMcNallyProfileR.png
Garth heads Hayes Knight’s Superannuation Division in Sydney.  He has a wealth of knowledge and practical experience in superannuation and leads the superannuation technical support for Hayes Knight and the Knowledge Shop membership.  

Garth is a specialist member of the SMSF Association and is a regular writer and speaker on superannuation issues and strategies.

Register

Members please log in from the registration page or register through the member-only website.

More on membership

 
 
Terms & Conditions 

All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 14 days or less of the event date under any circumstances. No credits are available less than 4 days prior to the event under any circumstances.

2017 Dates

Perth

Friday 17 March
Novotel Perth Langley
221 Adelaide Tce, Perth

Sydney

Thursday 23 March
Swissotel Sydney
68 Market St, Sydney

Brisbane

Monday 27 March
Brisbane Hilton
190 Elizabeth St, Brisbane

Melbourne

Thursday 30 March
Rendezvous Hotel
328 Flinders St, Melbourne

Time

8:30am - 9:00am
Registration

9:00am - 5:00pm
Training day

Investment

Early Bird

For payments received by
Friday 10 February 2017

$620 Member 
$670 Non-member

General

$685 Member 
$735 Non-member

PD Hours 8 (SMSF Association accreditation points pending) | Difficulty 3.5 / 5 | Resources Workbook & audit documentation inc  | Bring Calculator & jacket