|Super Reform Webinars|
|SMSF Online Updates|
|Fri 13 Oct 2017|
|Fri 9 Feb 2018|
|Fri 13 Apr 2018|
|Fri 8 Jun 2018|
|Fri 13 Jul 2018|
|Fri 7 Sep 2018|
|SMSF Strategy Seminars|
|Adelaide – Thu 9 Nov 2017|
|Perth – Fri 10 Nov 2017|
|Canberra – Tue 14 Nov 2017|
|Sydney – Wed 15 Nov 2017|
|Brisbane – Thu 16 Nov 2017|
|Melbourne – Fri 17 Nov 2017|
|Launceston – Wed 7 Mar 2018|
|Newcastle – Tue 13 Mar 2018|
|SMSF Core Course|
|Click here to view full pricing table|
SMSF Core Course
The SMSF Core Course is designed for all SMSF advisers who want to fast track their learning to become SMSF experts. Suitable for both advisers with limited SMSF exposure and experienced advisers seeking to refresh and upgrade their skills.
Advisers obtain a detailed understanding of the SMSF rules and greatly increase their knowledge of the key SMSF strategies, legislation, court and tribunal cases and ATO materials (including ATO rulings, determinations, taxpayer alerts, etc). This knowledge is applied to practical case studies.
The course is taught via 10 x 1½ hour online units or a 2 day workshop. Each unit covers a core topic (see below) and includes relevant technical material with practical case studies. There is a recommended minimum pre-reading time per unit to ensure attendees maximise their learning outcome and have an understanding of the background material. This pre-reading allows the presenters to focus on the key material, strategies and case studies. On successful completion of this course, a CPD certificate is issued.
Streamlined supplemental units are available via the Integrity Education Group (an independent registered training organisation) on successful completion for those wanting ASIC compliant RG146 SMSF specialisation accreditation at a significantly reduced price. This is a great pathway for those seeking a limited SMSF (Australian Financial Services) licence leading up to the mid 2016 transition period and beyond.
The cost of this additional training is $600 and is payable to the Integrity Education Group. Usual RRP is $1,500.
|Unit||SMSF Core Course||Pre-reading
|1||SMSF fundamentals and regulation||3.5||1.5|
|2||Making and maintaining investments||3.5||1.5|
|3||Contributions and excess contributions tax||3.5||1.5|
|4||Lump sums and accessing benefits||3.5||1.5|
|6||Taxation of SMSFs||3.5||1.5|
|7||Members' estate and SMSF succession planning||3.5||1.5|
|8||Binding death benefit nominations||3.5||1.5|
|9||SMSFs investing via unit trusts, companies and other structures||3.5||1.5|
|10||Limited recourse borrowing arrangements||3.5||1.5|
|Total CPD time (hrs)||35.0||15.0|
For a brief overview on what the course involves and whether to register for online or the workshop, click here.
Daniel Butler and Bryce Figot present the workshop and two online presentations each. Rebecca James, David Oon and William Fettes also present the online presentations.
SMSF Core Course - Online
You can register for single or for all 10 online units.
Registration includes extensive written materials, case studies and online recording.
SMSF Core Course
Registration includes extensive written materials, case studies and the two day workshop.
Vibe Savoy Hotel
Thursday and Friday 19 - 20 July 2018 9:00am - 6:00pm
We can also facilitate workshops in other locations for 20+ attendees. Please contact firstname.lastname@example.org if interested.
Pricing per attendee
|No||Price 2 day workshop||Price x 10 units||Price single units|
|1 - 4||$1,450||$1,200||$240|
|5 - 9||$1,350||$1,100||$240|