SMSF Trust Deeds: Getting It Right Webinar

Give your team the knowledge to get SMSF deed creation and updates right the first time

 

Want to access the recording?

SMSF Trust Deeds: Getting It Right Webinar

Avoiding errors by understanding the reasons why
Different structures and requirements
More complex structures - setting up bare trusts

 

The smallest errors establishing or updating SMSF deeds cost time and pose a risk to the client. This webinar gives your administration team the tools and the knowledge they need to correctly manage the work required. We go beyond the ‘how to’ and explain the reasons why some things have to be done a certain way and the implications of getting it wrong. Simply filling in an online form is dangerous if you don’t understand why certain actions need to be taken.

 

When your team are setting up or updating an SMSF, this webinar will help them understand exactly what needs to be done and why.

Best for

Team members tasked with setting up and managing SMSFs in their various forms.

 

Want to access the recording? See full details below.

 

 

Reorded 5 December 2017

 
 

"Great webinar. The content was thorough and Ray presented the content in a very simple way to understand."

2017 attendee

Establishing new SMSF deeds in their various forms

  • The fundamentals of creating an iron-clad deed
    • Naming conventions, why they matter, and where to check
  • Setting up a corporate trustee for a SMSF
  • Establishing bare trusts for limited recourse borrowing arrangements – how and when you do it

Updating existing deeds

  • Updates and when they are required
  • Changing trustees
    • what can you do and what you shouldn’t do
    • Changing from individual to a corporate trustee
  • Trigger events – what needs to be done when a member dies, divorces, marriage, new members join, etc.,
  • Understanding when deeds can be updated online and when they need to be managed by a lawyer

Our Presenter

Presenter

Ray ItaouiRay Itaoui

 

Ray is a Director of Hayes Knight and registered SMSF Auditor with extensive experience in the audit, accounting and administration of superannuation funds.

 

Ray has expanded Hayes Knight’s Superannuation Division considerably over the last few years. As the head of the SMSF division, he has developed and implemented the processes and procedures to create an efficient, accurate and proactive SMSF compliance, administration and audit service. In addition to his work with Hayes Knight, Ray also heads Hayes Knight’s SMSF audit and administration outsourcing company, Superssentials Pty Ltd. Superssentials is a high quality, Australian based service that ensures there will be no nasty surprises for accounting firms across Australia and the clients they refer.

 

Ray is that rare breed of person who is not only practical but detail conscious with an in-depth understanding of the impact of the regulatory environment faced by the profession.

Register

 

Individuals

Free for members
$50 Non-member

 

 

Office

Free for members
$80 Non-member

 

*The office rate applies per office location (maximum 25 participants per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

 

How to access the recording

  1. Knowledge Shop members, access this webinar by logging into the Knowledge Shop member website and registering. More on membership.
  2. For Individuals:
    • Register and we will email you your access details to Knowledge Shop's IQ platform (generally within 24 hours - 3 working days).
    • Your recording and any successive recordings you purchase will display on your personal profile.
  3. For Offices (access for up to 10 individuals from the same firm): 
    • Register and we will contact you to organise login details for your nominated staff members (generally within 24 hours - 3 working days).
    • You can also nominate a supervisor from your firm who will be able to see who has completed the webinar and where applicable, their quiz scores.
  4. Your recording will be available for 3 months from the date of purchase and can be viewed as many times as the registered person likes within those 3 months. Once watched, your PD hours will be recorded on the personal profile of the participant. 

  

 
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All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for webinar recordings once the Knowledge Shop IQ platform has been accessed.  Refunds are only possible if the webinar recording has not been accessed.