Events-based reporting for SMSFs

Join us for this upcoming webinar on the new transfer balance cap reporting for SMSFs from 1 July 2017

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How to register for the webinar

Attendees & purchased recording gain access to any supporting materials and Q&A podcast post webinar

About your presenter

Aaron Dunn


Aaron is recognised as an industry leader within the SMSF sector.  He is the author of TheDunnThing blog, CEO & Co-Founder of  The SMSF Academy. 

Aaron is a highly regarded presenter and a regular contributor to topical issues within the SMSF industry.  Aaron is the creator of the Future of SMSF Report, a key industry publication that provides insights into SMSF business models.

What People said about Previous Webinars

Glenn Delaney, Australian SMSF Solutions

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Daniel Uden, Bush & Campbell

I am very impressed with the webinar training.  The sessions are strategic, and useful in helping me service my own clients.

I appreciate the in-depth, patient and relevant discussions this session facilitated. I'll be back for more! 

What will be covered in the webinar?

This session will take a detailed look at the new events-based reporting requirements for SMSFs, including the specific exceptions and transitional arrangements for the 2017-18 income year.

What if I register but can't make it?

This session will be issued with CPD points from both the SMSF Association (formerly SPAA) and the FPA.  It will also count towards the continuing professional education hours that must be maintained by members of the major accounting bodies (CPA, CAANZ and IPA).

What are the learning outcomes?

Attendees will gain a strong understanding of the new reporting requirements to report certain debits and credits to a member’s transfer balance account.

What happens after I register and pay?

You will receive a confirmation email from The SMSF Academy confirming your registration, along with a tax invoice.  A reminder will be automatically sent 1 week, 1 day and 1 hour prior to the session.  All details about logging in to the webinar are included in this email.


Copyright © 2017



$99.00 + GST

Thursday, 10 August 2017

at 12:00pm, AEST

Events-based reporting has arrived and will have a profound impact on the way in which SMSFs are administrated into the future. 

In this upcoming webinar, Aaron Dunn will explain the new reporting requirements for events that are debited and credited against a member’s transfer balance account, including outlining the specific exceptions for SMSFs and transitional reporting arrangements for the current financial year.


Reserve Your Spot Today


$99.00 + GST



$70 + GST p/mth

Who is the webinar relevant for?

 This session is relevant for accountants, financial planners, and other professionals working with self-managed super funds.

How can I pay for the webinar?

You can pay for the live webinar or recording using Visa, Mastercard, American Express or Paypal.  We provide the 

What level of expertise is this webinar targeted at?

This session is targeted at individuals who are proficient in SMSFs - they have an intermediate to strong knowledge of the superannuation and income tax laws.

If I buy the recording, when do I get access?

Access to the webinar recording will be made available within 24 hours after the webinar has been conducted.  You will be provided with login details to our learning management system (LMS) where you have two (2) weeks access to watch the webinar online.   Access to the presentation slides and any related material is also provided through the LMS.

What if I register for the live webinar, but can't attend or miss it?

If for some reason you are unable to attend the live webinar after having registered, you will automatically enrolled into the LMS to access the recording online.   You will receive a follow up email with these details within 24 hours of the webinar being held.

Frequently Asked Questions (FAQs)

Sharif Eldebs, Assured Super