Accredited online SMSF training available 24/7
The SMSF Academy conducts monthly webinar training for SMSF professionals. These sessions are on topical self managed super fund issues and strategies. Each session is recorded and transcribed for CPD purposes.
If you missed attendees these webinars or wish to purchase to refresh your knowledge, these accredited webinar sessions are now available for purchase online. The SMSF Academy is an endorsed professional training provider and each webinar that is conducted is assessed for CPD points with the:
- SMSF Professionals Association of Australia (SPAA); and
- Financial Planning Association (FPA)
Can I obtain CPD points for watching these webinars?
Yes you can. The SMSF Academy will issue a CPD certificate SPAA and/or FPA members upon successful completion of a short assessment covering the topic(s) in the webinar.
What do I get access to?
The SMSF Academy provides as part of the webinar package:
- Recorded webinar;
- Presentation Slides; and
- Fully edited transcript of session
Cost
Webinar recordings can be accessed online to watch for $99 (inc. GST). If you wish to obtain either SPAA or FPA CPD points for watching a webinar, you are required to successfully complete a short CPD quiz.
Webinars
2012
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March 2012 Session presented by Aaron Dunn looks at contribution, pensions and investment strategies to consider in the lead up to 30 June. |
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February 2012 Session presented by Aaron Dunn, looks at various issues from the last 3 months impacting self-managed super funds, including draft legislation for refund of excess contributions tax, trading stock exemption, amendments to the definition of a SMSF including trustee remuneration and announcements from the Governments Mid-Year Economic & Fiscal Outlook. |
2011
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SMSF PENSIONS December 2011 Session presented by Aaron Dunn, looks at strategies and issues impacting pensions including exempt current pension income (ECPI), draft tax ruling TR 2011/D3: when a pension commences and ceases, along with other important tips and traps when dealing with retirement income streams within a self-managed super fund. SPAA – 2 CPD points |
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SMSF LIMITED RECOURSE BORROWING ARRANGEMENTS November 2011 Session presented by Aaron Dunn & Karen Goodfellow, Tax Lawyer with Practising Tax, looking at the impact of SMSFR 2011/D1 – key concepts: limited recourse borrowing arrangements. Webinar includes looking at issues relating to single acquirable asset definition, repairs and improvements, along with the replacement asset rules. SPAA – 2 CPD points |
 AVAILABLE SOON |
SUPER DEATH BENEFITS & BLENDED FAMILIES October 2011 Session presented by Aaron Dunn, with Guest panelists, Ian Glenister & Chris Hill, both SMSF and estate planning specialists. Webinar discussion around superannuation issues with blended families, including conditional pensions and impact of draft tax ruling, TR 2011/D3, when a pension commences and ceases. SPAA – 2 CPD points |
 AVAILABLE SOON |
USING ANTI-DETRIMENT WITHIN A SMSF September 2011 Session presented by Aaron Dunn, working through the use of anti-detriment/tax saving amount in a SMSF. Discussing how anti-detriment can funded, how to apply the calculation, and when it should be used as an effective strategy within a SMSF SPAA – 2 CPD points
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 AVAILABLE SOON |
UNDERSTANDING ACTUARIAL REQUIREMENTS WITHIN A SMSF August 2011 Session presented by Aaron Dunn and Geoff Morley, Bendzulla Actuarial looking to the requirements for actuarial tax certificates, segregation and examples of the differences between applying an unsegregated versus segregated investment strategy approach.
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