SMSF 2018 Workshop

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

 

The series is now completed. Register your interest for 2019 and we'll be in contact once the program is ready.

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 2018 is a not-to-be missed training day for all professionals in the SMSF audit and advice space.

 

SMSF 2018 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 2018 will help you meet your ongoing targets. 

 

 

 

  

"Informative, interactive and practical!"

 
2018 Perth participant

The ever changing landscape


  • Superannuation reform measures and the real effect on client retirement savings
  • 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 - what your clients can still do
  • Identifying structuring issues before they occur
  • Joint ownership of assets - a resurgence of interposed trusts and companies to manage contribution restrictions
  • Trustee? Member? Or both?


 


 

Key SMSF administration issues

 

  • Pension structuring and documentation
  • Lump sum benefit payments - but where from?
  • Reactive vs. Proactive SMSF planning post reform

 

2018 Hot Topics

 

  • Transfer balance account reporting requirements – what needs to reported and when
  • Additional SMSF audit focus areas post 1 July 2017 reform
  • 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
  • Paying death benefits from an SMSF – keeping your clients onside with the ATO

 SMSF strategies

  • How the 3 year bring forward rule works in practice post 1 July 2017
  • Making the most of the contribution changes
  • Advanced pension strategies - the importance of managing preservation and tax components effectively
  • Member balance equalisation - why contribution splitting is now more important than ever:
    • Why would you do it?
    • The rules - what can and cannot be done



 

 “Engaging and
prompted me to think
about all issues involved.”

 2017 Melbourne 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.

2018 Dates

To be advised

Time

8:30am - 9:00am
Registration

9:00am - 5:00pm
Training day

Investment

To be advised

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