E-LearningAccounting

Update on SMSF Issues

Duration
60 min
CPD
1.0 hour
Format
E-Learning
Update on SMSF Issues

Overview

What you'll take away.

Unlock the Secrets to SMSF Audit Success

Join us for an insightful session that delves into the current SMSF landscape. As regulations and financial environments evolve, keeping abreast of the latest updates and issues is crucial for SMSF professionals.

This session will provide an in-depth analysis of recent legislative changes, compliance requirements, and practical strategies such as the pension paradigm, asset titles, prohibited SMSF loans and declarations of trust. Whether you are a seasoned SMSF professional or new to the field, this session offers valuable knowledge to enhance your expertise and ensure your practices are up-to-date.

Learning Outcomes:

  • Understand the latest regulatory changes and their implications for SMSFs
  • Identify common compliance issues and solutions in SMSFs
  • Implement best practices for managing SMSFs to get ready for audit

Suited to:

Accountants, administrators, financial planners, auditors

This On Demand recording Includes: 

  • Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
  • Presenters contact details for follow up questions 
  • CPD Quiz
  • CPD Certificate 
  • CPD Report – Logged automatically 
  • PowerPoint Presentation
  • Verbatim Transcript, with Searchability
  • Supporting Documentation

Course syllabus

3 lessons

  1. Video – Update on SMSF IssuesVideo
  2. Feedback Survey QuestionsSurvey
  3. Knowledge QuizTest

Your presenter

Shelley BantonASF Audits

is Head of Technical at ASF Audits and an accredited SMSF specialist auditor and advisor with over 17 years of experience in the superannuation industry. She is recognised Australia-wide as an expert on SMSF compliance, providing clients with high-level strategic and technical advice.

Shelley specialises in delivering quality SMSF training and education to the private and public sectors; she is a regular presenter at peak industry SMSF conferences and is a well-known author and sought-after industry commentator. In 2022, Shelley was awarded the SMSF Association’s Chairman’s Award, recognising her outstanding contribution to the SMSF sector.