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; and
- Presentation Slides;
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 at the end of the session.
Webinars
2012
SMSF LIMITED RECOURSE BORROWING ARRANGEMENTSWebinar recorded September 2012 Duration – 90 minutes | Cost $99.00 (incl. GST) **COMING SOON ** Session presented by Aaron Dunn & Ian Glenister discussing the Commissioner views expressed in final ruling, SMSFR 2012/1: application of key concepts with LRBAs. Webinar also looked at issued raised from June 2012 NTLG minutes regarding related party loans and zero interest rates, multiple lenders, and off-the-plan apartments, along with insurance considerations for fund members to extinguish the loan in the event of the death of a member. CPD points - SPAA: TBA | FPA: TBA
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SMSF QUARTERLY WRAPWebinar recorded August 2012 Duration – 75 minutes | Cost $99.00 (incl. GST) Session presented by Aaron Dunn, looks at the latest technical and regulatory issues impacting self managed super funds between June – August 2012. Webinar includes Stronger Super reform changes, ATO interpretative decisions, issues from NTLG Super Technical minutes, and recent case law. CPD points – SPAA: TBA | FPA: TBA
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SMSF YEAR END PLANNINGWebinar recorded March 2012 Duration – 60 minutes | Cost $55.00 (incl. GST) **SALE** Session presented by Aaron Dunn, which looks at year-end planning strategies for SMSF trustees including contributions, considerations with the payment of pensions and fund investment strategies in the lead up to 30 June. CPD points - SPAA: 1 | FPA: TBA
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SMSF QUARTERLY WRAPWebinar recorded February 2012 Duration – 60 minutes | Cost $55.00 (incl. GST) **SALE** 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. CPD points - SPAA: 1 | FPA: TBA
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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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