#REFORMREADY

 

Be ready for the super reforms by joining Aaron Dunn for the

SMSF Day events in April 2017 around Australia

 
2017/04/11 09:00:00

With details of the super measures now in place, attention turns to the issues and opportunities with your SMSF clients.  

The question is… are you #REFORMREADY?

Why attend the SMSF Day event?

  • Gain a strong understanding of the new superannuation measures and the ATO’s interpretation of these new rules (materials available to download online or from event app)
  • Ability to discuss key issues and share ideas with your peers through interactive case studies as part of each session.
  • Ensure that you a ‘reform ready’ by understanding what is required to effectively implement the super reforms with your clients.
  • Access accredited CPD points as a member of the SMSF Association, FPA Australia, Tax Practitioner’s Board and the major accounting bodies (CPA, CAANZ & IPA)
  • Ensure that you have the tools to capitalise on this once in a decade opportunity with your SMSF business

Who should attend the SMSF Day event?

The SMSF Day events have been developed for professionals who are proficient in the area of selfmanaged super funds.  Attendees are expected to have an understanding of the existing superannuation laws and a basic level of understand of the new super reforms and how they may impact on their SMSF clients.

  • Accountants, who support SMSF trustees with advice and compliance.
  • Financial Planners, who provide trustees with advice on key SMSF strategies
  • Auditors, who wish to understand the impact of key legislative changes
  • Lawyers, Actuaries and other SMSF professionals wanting to understand the impact of the super reforms.

LOCATIONS

11 April 2017

The Playford Hotel Adelaide

 

120 North Terrace, Adelaide SA 5000

12 April 2017

Duxton Hotel Perth

 

 

1 St Georges Terrace, Perth WA 6000

19 April 2017

Sofitel Brisbane Central

.

249 Turbot St, Brisbane QLD 4000

20 April 2017

Fraser Suites Sydney

 

 

488 Kent Street, Sydney NSW 2000

21 April 2017

Mercure Melbourne Treasury Gardens

13 Spring St, Melbourne VIC 3000

 CPD POINTS

The following CPD points will be awarded for attendees of the SMSF Day events:

SMSF Association

 

7.5

CPD points

FPA Australia

 

6.25

CPD hours

Major accounting bodies

 

6.25

CPE hours

Details of the breakdown of CPD points from the SMSF Association & FPA Australia can be provided upon request, including relevant hours to meet Tax Practitioner Board requirements.

SCHEDULE

8:30 - 9:00am | Registration

Getting up to speed – new terminology and understanding key concepts

With significant change to many terms as part of the new super measures from 1 July 2017, in this session, Aaron discusses many of the important concepts, terminology and how the ATO will regulate their application with contributions and retirement phase.

9:00 – 9:30am

Should you apply CGT relief?

The decision of whether or not you should apply CGT relief is one of the most important considerations with the super reforms – get it right and it could save thousands of dollars in tax… get it wrong and you have a tax bill that shouldn’t have arisen.  In this session, Aaron will explore the pros and cons of the CGT relief – when you should do elect, when to avoid it, what assets are eligible and how the Commissioner is watching to applying the anti-avoidance provisions.

9:30 – 10:30am

10:30 -10:50am | Morning Tea

Case study

The case study will help attendees to work through the important decisions to assess the merits of CGT relief for your SMSF clients.

10:50 – 11:20am

The new world of retirement phase

The new world of retirement phase introduces concepts of the transfer balance cap, transfer balance accounts and more.  As a result of these measures it requires us to understand the impact of these super reforms on many of the current day SMSF strategies and how we need to adjust our thinking to capitalise on new strategies with retirement phase income streams.  In addition, this session will take you through the documentation and tools that are needed to be reform ready with new and existing income streams.

11:20 – 12:45pm

12:45 - 1:30pm | Lunch

Case study

The case study will help attendees to work through the key concepts of retirement phase and understand how the new rules impact existing strategies for your SMSF clients.

1:30 – 2:00pm

Re-think on SMSF estate planning

With the introduction of a $1.6m transfer balance cap, the super reforms require a total re-think on many of your client’s SMSF estate plans.  In this session, we explore the pros and cons of continuing with reversionary pensions, analyse what documents should be paramount for estate planning (e.g. which takes precedent – reversionary pension or BDBN), re-assess the benefits of insurance within super and understand the impact of death benefit payments with the transfer balance cap.

2:00 – 3:00pm

3:00 - 3:20pm | Afternoon Tea

Case study

The case study will help attendees to work through the key concepts of retirement phase and understand how the new rules impact existing strategies for your SMSF clients.

3:20 – 3:50pm

Being reform ready

In this session, we tackle the tough questions you have about being ready for the super reforms.  Importantly, we will help you map out the process for implementation to capitalise on this once-in-a-decade opportunity.

Time will also be allocated for you to ask Aaron any specific questions you have to make sure that you are reform ready.

3:50 – 4:30pm

4:30pm | Close

TICKET PRICES

MEMBER RATE

$385per ticket (inc. GST)
  • Available until event date unless sold out.

STANDARD

$497per ticket (inc. GST)
  • Discounts available through event partner coupon codes

Terms and conditions apply to tickets purchased for the SMSFY17 events.

TESTIMONIALS

Hear what attendees have to say about our SMSF events

 
 
 

PRESENTER

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Aaron Dunn

Within the financial services industry, people look to Aaron to learn more about self-managed super and the growing sector.  Highly admired amongst his peers, Aaron’s enriched insights into the industry are helping to move the SMSF profession forward.

It is with this insight that Aaron has been sort out to participate in Government reviews, including the Super System Review and more recently the ‘Reinventing the ATO’ program.   Aaron regularly shapes conversation on SMSFs within the financial services media and created the Future of SMSF report, sharing key insights into the future direction of the SMSF profession.

As a CPA and SMSF Specialist, Aaron in his role as Managing Director of The SMSF Academy, shares this passion and knowledge to help professionals to grow their SMSF business.

SPONSORS

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MEDIA PARTNER:

 

Interested in becoming a sponsor? Send us a message below or call 1300 95 94 76.

Join us for the SMSF Day events!

Contact us:

1300 95 94 76
info@thesmsfacademy.com.au

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